I’m not at all convinced that AI is going to be like Crypto - Crypto “solved” a problem that only online drug dealers etc had. AI “solves” a problem lots of companies have in terms of summarizing masses of data, search problems, and currently various rote tasks.
I’m also not convinced dial up through to broadband was a bandwagon… Those were important technological steps forward.
I think most of this is a problem with electricity companies just not wanting to invest in their infrastructure at all. Almost any other company would love explosive demand, and would be working to make ever more money on selling more of their product. What’s even sillier IMHO is just that there’s huge growth in solar farms and the like providing generation capacity for the utility without them having to build anything.