[2/11 04:00] Trump admin mulls TSMC-linked tariff exemptions for Big Tech AI chips / Ares lands $2.4 billion loan deal for Vantage Data Centers

AI News Flash for February 11, 2026 at 04:00 UTC. Topics: 1. Trump admin mulls TSMC-linked tariff exemptions for Big Tech AI chips https://www.trendforce.com/news/2026/02/10/news-us-reportedly-mulls-tariff-exemptions-for-amazon-google-microsoft-on-tsmc-made-chips/ 2. Ares lands $2.4 billion loan deal for Vantage Data Centers https://www.bloomberg.com/news/articles/2026-02-10/ares-lands-2-4-billion-loan-deal-for-vantage-data-centers 3. Cloudflare Q4 earnings beat, AI agent traffic doubles in January https://www.benzinga.com/markets/earnings/26/02/50529156/cloudflare-stock-charges-higher-on-q4-earnings-beat-driven-by-ai-demand 4. Energy Vault and Peak Energy partner on sodium-ion batteries for AI data centers https://www.datacenterdynamics.com/en/news/energy-vault-partners-with-peak-energy-to-develop-energy-storage-architecture-for-ai-data-centers/