Y'know if I was the exec of a bloodsucking electricity company, I'd be explicitly putting something in my terms and conditions that commercial AI data-centre use of my company's supply is to be charged double or triple, and that undeclared use will be subject to heavy legal repercussions and surcharges.
There has to already be precedent for specific commercial uses of resources being treated differently from others. And if not, commercial versus non-commercial use may be a close enough precedent.
Likewise, if I'm the oil company or builder of power plants, generators and the like, I'd be putting a similar clause in.
This would then be one of those situations where desires align, however different the goals.