To be fair, AI is the fastest growing segment; 70% of new datacentre capacity is for AI. The main question is whether one things that demand will keep growing exponentially, whether there will be a "pop", whether people will increasingly choose "cheap models for the same capability" over "better models at the same price", and whether Jevon's Paradox will consume all of the efficiency gains (~100x in just a few years in terms of power and cost for a given model capability). These lead to very different long-term pictures. One can only really talk about the situation as it stands today, and to a lesser degree, over the next 1-2 years. Beyond that is pretty speculative, and it depends greatly on your assumptions.
That said, if one's assumptions are "AI is massively successful, Jevon eats all efficiency gains and then some, and people keep choosing the latest and greatest models", then one also has to assume the side effects of that scenario: massive increases in the economy, massive increases in tax revenue, and massive increases in the ability to solve the world's problems. So even if you assume a scenario where AI scales to consuming several percent (or more!) of the world's primary energy, you're also assuming a scenario where the world has vastly more resources to dedicate to fighting environmental problems (if it so chooses). Honestly, the real environmental threat in that scenario isn't the AI itself; it's that if the whole global economy is growing so much thanks to AI, then overall consumption of goods and services is correspondingly growing, with all the environmental consequences that entails.
And also to be clear, this is in no way to dismiss the sorts of challenges / threats imposed by AI - disruptions, wealth concentration (particularly if proprietary models win over open models, and if no political action is taken), humans using AI in warfare, humans using AI to manipulate other humans, etc etc.