You're just repeating the same point I've just addressed, so I'll explain in more detail.

Data centres expanding is perfectly compatible with huge efficiency gains per token. If the cost of inference falls, companies can afford to run vastly more inference, serve more users, use larger models and embed AI into more products.

It’s the same reason more fuel-efficient cars didn’t eliminate demand for roads or petrol. Efficiency lowers the cost of using something, which can increase total consumption.

So “if software got more efficient, they wouldn’t need more data centres” is basically backwards. The relevant question is whether total AI demand is growing faster than efficiency is improving.

You can find token energy efficiency information studies online, I was smashed when I pulled that figure out of my arse but the numbers are similarly huge.

They're already orders of magnitude more energy efficient than we predicted just a few years ago and both the software and the hardware continue to accelerate that.