---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42419371.md"
description: "AI keeps shouting about power shortages every day, and those involved in power generation and storage like $Plug Power(PLUG.US), $Enphase Energy(ENPH.US), $DONGFANG ELEC(01072.HK), and $DATANG POWER(00991.HK) get to benefit from it — the endgame of selling shovels is selling electricity itself, which is absurd but seems to make some sense."
datetime: "2026-07-03T10:47:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419371.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419371.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419371.md)
author: "[执笔画乾坤--Justin](https://longbridge.com/en/profiles/26727999.md)"
---

# AI keeps shouting about power shortages every day,…


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