The point being made seems to be that the distribution network doesn't need upgrading for AI loads, but does need upgrading if you want to charge EVs at peak times. That's accurate. Nothing more, nothing less.
At least in NZ, the law forbids cross-subsidisarion i.e. customers on one plan paying more/less than is proportional to the cost of serving them, averaged across the group.
This means that here, if you are a cookie-cutter use-power-at-peak-times household, it's going to be cheaper to use a flat 24hour plan than a ToU plan, because the peak rate will be higher than the 24UC rate.
If you have an EV, you'll almost certainly be better off on a peak/off-peak plan.
Note that for a while, plans where you pay the current wholesale spot price were called ToU and those can be painful to be on.
The distribution limits are almost always an afternoon/evening thing. Early afternoon for warm climates (aircon and cooking dinner) and evening for cold climates (cooking dinner, showers, heating).
Midday for solar injection.
Hence the famous 'duck curve'.
The distribution network has plenty of capacity overnight; we just need people to wait until about 11PM before we start charging.
At that point we get the question of whether we have the generation.
There are a number of 6-8GWe nuclear plants that dump 15+GW into the nearby sea (or in the case of Bruce, into Lake Huron). I don't see it being much of an issue. Better than virtually any other cooling option.
The issues are maintenance, energy source, and equipment supply.
TVs often do a bad job at switching on when the computer turns on, then off when it turns off/goes to sleep. Drives me spare. That was fixed in like 1995-2000 for normal monitors.
