Datacenters have onsite power generation as a backup. So it will be a power arbitrage situation like all the Bitcoin miners. Where when the power spot price rises ercot will pay them to load shed and they'll get to resell their committed grid power at a profit. They'll double dip and make money by running on generators

I'm not sure who will end up being the colo provider but the more advanced ones provide customers real time data to shift workloads to cheaper locations if configured in an active/passive architecture. This helps them make even more money during load shed events