A country is not forced to have AI farms running in it. Building giant powerplant for the AI tech (possible) bubble not seems wise.
The plant will take 5 - 10 years to build, who knows what demands AI will have at that point.
SO let some countries that want to spent enormous amounts of their energy on AI do so, adn the rest can connect to those.
This is shortsighted. China routinely experiences large overcapacity in their electricity grid just to deal with the unknown unknowns of outages and other new demands. Suppose that the AI bubble burst and AI energy use is negligible, the extra capacity could be used for something else: retire your traditional coal fired furnaces for steel making and replacing them with electric arc furnaces; produce more aluminum; build more EV chargers.
> who knows what demands AI will have at that point
This is true for any investment pretty much.