This is kind of why I'm skeptical of AI. When supposed tech experts are wearing rose tinted lens and missing the red flags, it's either because they want to wear them or because their livelihood depends on wearing them.
I won't blame people for that latter, I'd love a good quick way out of traditional work as well (gives me more time to hack on stuff without money troubles). But it's not a good model for curiosity and scrutiny. Again, I'll wait it out. Take care.
The rose tinted glasses are everyone expecting batteries to become a major part of the grid so we don't have to shut it down when the sun isn't shining.
Investing trillions in carbon free energy for AI is the most benign form of bubble I can imagine. If the bubble pops we have enough base load for the next century and don't die from climate change. If it doesn't we have the expertise to keep building large nuclear power plants.