It's not so absolute. In the first order, yes, if you don't grow generation or transmission, it has to increase prices. But in the second order, those things ha

It's not so absolute. In the first order, yes, if you don't grow generation or transmission, it has to increase prices. But in the second order, those things happen, and the end result can be lower prices on scale. That leaves it up to chance, and the timing would lag, so the simpler solution is as @yellowapple says, have the data centers pay for the new transmission and generation, which takes chance out of the equation and ensures retail prices decline (unless someone mismanages the whole grid in the future).