The big technical problem for them is that when a cloud goes over an area, all the electricty being pumped back into the grid suddenly drops drastically and the power company has to have generation capacity to add in within seconds to avoid brown outs.
...or send a signal to their customers to cut consumption. (Remember, any shortage can be eliminated by either increasing supply, as you suggest, or reducing demand.) If I could capture this signal and the power company provided an incentive to cut my usage during that time, I would use the signal to turn off the water heater, or raise the thermostat a couple of degrees in the summer or lower it in the winter.
Of course in the summer when a cloud passes over my house, the A/C doesn't have to work so hard, so PV electrical production and A/C power consumption nicely coincide.