The order will have a broad impact on companies developing AI tools, including Microsoft, Amazon, and Google.
Executives said AI is driving demand, and memory chip inventories are rapidly declining.
China is building up a massive production capacity of foundational chips, which are widely used in smartphones and data centers.
The generative AI boom is likely to benefit AWS well into the future, said CEO Andy Jassy.
In this week's top data center news stories, Microsoft unveils major Australian data center expansion and tech firms jostle for AI leadership.
IT infrastructure management software firm is understood to be in talks with financial advisers.
US tech giant is keeping pace with a broader rally in chip-industry stocks this year.
Machine learning firm CentML raises $27 million amid AI gold rush.