The grid is not all energy use. To get the numbers on an even playing field you need to compensate for that only ~40% of energy goes through the grid.
And that leaves a 6:1 ratio assuming projections run true. It very well might be possible to get efficiency wins from the transportation sector that outweigh growth in AI.
And that leaves a 6:1 ratio assuming projections run true. It very well might be possible to get efficiency wins from the transportation sector that outweigh growth in AI.