The absolute best thing I've read on this subject is this article here: https://about.bnef.com/blog/liebreich-generative-ai-the-powe... It talks at great length about data center trends relating to generative AI, from the perspective of someone who has been deeply involved in researching power usage and sustainability for two decades. I made my own notes on that piece here (for if you don't have a half hour to spend…
You mention that
> Google, Microsoft, Meta and Amazon all have net-zero emission targets which they take very seriously, making them "some of the most significant corporate purchasers of renewable energy in the world". This helps explain why they're taking very real interest in nuclear power.
Nuclear is indeed (more or less) zero-emission, but it's not renewable.
Thank you for the synthesis and link to the original article, it's a good read!