The largest electricity grid operator in the United States recently lowered its electricity demand growth forecast, which dealt a cold shower to the rising AI wave. The once-hot enthusiasm for computing power demand has cooled down, and energy cost pressures have eased accordingly. What does this mean for energy-intensive industries? Perhaps the AI chip race will not be as fierce as expected, and the corresponding electricity cost advantages may be redistributed. The market is returning from frenzy to rationality, and adjustments in energy supply forecasts are reshaping the expectations of the entire industry chain.