For what it's worth energy and electricity consumption are not the same. Fuel (for autos, planes, heating oil, etc.) would be included in energy consumption but not electrical.
I'm having trouble finding reliable data quickly, but looks like 35% of energy consumption in the world is electrical.
It's still an increasing fraction as you say, but it seems like a doubling or quadrupling of energy used for AI would probably have much less of an impact than the share of the population using ice-cars changing a few percentage points.
That's a good point, I'm not sure whether the energy use stats I linked really cover non-electricity fuel use. Maybe they do, but then there's the question of how much of _Google_'s energy use is non-electric, as opposed to everybody's consumption.
I'm having trouble finding reliable data quickly, but looks like 35% of energy consumption in the world is electrical.
It's still an increasing fraction as you say, but it seems like a doubling or quadrupling of energy used for AI would probably have much less of an impact than the share of the population using ice-cars changing a few percentage points.