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We reconcile these views by modeling the equilibrium between AI growth and renewable investment. In a parsimonious game, a policymaker designs policies that guide investment in renewable capacity for AI, while an AI developer chooses its model's capability. The equilibrium depends on scaling regimes and market incentives. When the market payoff to capability is supermodular and performance gains are near-linear in compute (so the market rewards capability at least as fast as scaling raises its energy cost), developers push toward frontier scale even when the marginal megawatt-hour is fossil-based. In this regime, renewable expansion mainly relaxes scaling constraints rather than displacing fossil generation; clea","title":"Power Couple? 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