I think honestly you shouldn't overreact - they probably are only going to be adding maybe in the ballpark of 1 PH/s to the network? By the time they are online, it will only be between 0.5 and 2% of the overall network considering how much other hash power is being supplied by the various companies in the next several months. By the end of 2014/early 2015 it would probably be at 0.1%. Irrelevant.
Agreed