RT'ed by William Gibson on Twitter:
and it's so very on the nose of the issue:

@LillyHerself this genuinely makes sense, though. Cities where everyone is using the A/C experience a strain on the cities’ power grid, which in a worst-case scenario leads to rolling blackouts. AI datacenters (and their wasted efforts) are powered by different grids far from cities, sometimes in the middle of nowhere.

The damage to the global environment is the same, of course, but the local effects can be quite different.

@mighty_orbot @LillyHerself I don't know where you live, but where I live (UK) it's all one big grid. There are no "urban" grids contra "rural" grids.