AI RESEARCH
Power Couple? AI Growth and Renewable Energy Investment
arXiv CS.AI
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ArXi:2603.26678v1 Announce Type: cross AI and renewable energy are increasingly framed as a "power couple" -- the idea that surging AI electricity demand will accelerate clean-energy investment -- yet concerns persist that AI will instead entrench fossil-fuel carbon lock-in. We reconcile these views by modeling the equilibrium interaction between AI growth and renewable investment. In a parsimonious game, a policymaker invests in renewable capacity available to AI and an AI developer chooses capability; the equilibrium depends on scaling regimes and market incentives.