For bitcoin, the price of electricity directly impacts your profitability. You actually turn the miners off at a certain price point because they will lose you money. There's no customer to pass it on to.
For AI, the companies are not profitable right now anyways, price for electricity will absolutely impact usage rates.
Besides, when we're talking about grid collapse you're referring to things like extreme weather events, you don't need a ban to just turn off an AI datacenter for three days during a massive winter storm or heat dome.