I didn't make any analogy. I'm saying that if you say we should apply a moral lens to resource use, then that turns very ugly very quickly.
"We should use iron to make cars, not to make yachts" is something I'm guessing everyone would agree with, but at some point when you start to impose a moral lens on resources, someone will decide that one group's use is less important than another, and it's not good.
We have other mechanisms for this- such as carbon tax, which should be higher, then subsidies to address inequity.
You might also argue that a sort of VAT applied to AI providers could be a thing. I wouldn't disagree there either.
But if you say "You shouldn't be able to make this product." - that's leading down a dangerous path.