Econ 101 here: there won't be a shortage, there will be an increase in electricity costs. Maybe the datacenters will be too costly to run, to the dismay of the AI companies, or maybe poor people will be priced out of the market. But a shortage would happen if e.g. the government intervened and set low price caps on electricity.
Yes, the summary basically says a much, but then what's with portraying it as a shortage? Doesn't everything face "operational constraints" based on real world costs? The particulars may vary, but competition for limited resources remains a constant.