Energy savings were a very big deal when we were looking at a different market. ie, if we had really long retention & fast access speeds & so were able to displace tape & hdd storage farms.
Seeing as bake 4 was tuneable then that remains a substantial, lucrative, market that may be able to be addressed by a suitor, but... quite rightly the AI market & its addressable challenges caused the pivot & current focus.
Energy savings associated with our new focus are, as noted, a small fraction of the energy consumed by processors but... as you say, at scale even small individual gains can become substantial.
20nm is the Target, page-48
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