Today I went to AMD's developer conference in Shanghai. The entrance alone was a shock. The line to get in was long, and the hall was already packed before anything started. They expected just over 1,000 people; more than 2,000 showed up. AMD said it was their biggest recent event. Lisa Su showed up too. She'd been in Beijing the day before meeting Vice Premier He Lifeng to talk chip cooperation. I'd never seen a chip company pull a crowd like this for a developer conference. AMD Gave an Awar...

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