Certificates without Electrons? Theory and Evidence on Impacts from AI-Driven Power Demand 事件

Certificates without Electrons? Theory and Evidence on Impacts from AI-Driven Power Demand arXiv:2606.00811v1 Announce Type: cross Abstract: Data centers now account for 4.4% of United States electricity demand, yet the grid-level effectiveness of the renewable energy certificates (RECs) and power purchase agreements (PPAs) hyperscalers use to claim carbon neutrality remains unclear. We develop a game-theoretic model in which a data center operator chooses among RECs, PPAs, and behind-the-meter