Michigan's two largest utilities are both bidding to power new "data centers" — warehouses that house massive computer systems for tech companies — as the AI arms race rippling across the globe takes shape in the state.

Executives from both DTE Energy and Consumers Energy have told shareholders in recent earnings calls that they're negotiating with tech companies building data centers in the Great Lakes State about servicing their high energy needs.

For the moment, it appears DTE could have the edge: In a July 29 earnings call, executives said they're "in talks" with multiple "hyperscale" data centers about providing power for three gigawatts of new electricity load, according to an earnings presentation . And, the company is having "ongoing discussions with multiple other data center

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