Comment Easy solution: (Score 1) 55
PJM commits to keeping existing residential and business grids stable, and not increase their prices.
"Excess" users like AI data centers, crypto miners, etc. must bid once per day with a max price/kWh they're willing to pay. As long as there's no shortage, everyone pays normal rates, and it's fine. If they run out of capacity, then the excess users are shut off from lowest to highest.
For example, five AI data centers bid 10, 20, 30, 40, and 50c/kWh today. If capacity is low, the 10c DC gets shut off, and the rest pay 20c/kWh. If it's still not enough, the 20c/kWh is shut off, and the rest pay 30c/kWh, etc. Ties are not broken - everyone bidding the same gets shut down at the same time, even if it's not strictly necessary (this is to prevent collusion).
Then the ones causing the problem are the only ones that suffer, and the ones that can't make it economically will go somewhere else.