I don't think they are shifting other consumers. More and more often we have seen that large miners either build their own mini-power plant[1] or use excess hydro power in remote areas that would otherwise be unused[2].

[1] http://thenodepole.com/2015/06/04/kncminer-to-build-new-20mw...

[2] https://bitcoinmagazine.com/articles/the-unknown-giant-a-fir...