The Anatomy of the New Boom

The Anatomy of the New Boom

Updates and supplementary materials

This is the companion page for The Anatomy of the New Boom, by André Baptista, published under the DeepTech imprint. It brings together updates, editorial corrections and supplementary materials.

The figures printed in the book remain historical records. New analyses will be dated separately and will not replace the original figures.

Chapter 12 — The great reallocation of capital

Updates for this chapter will compare segments of the artificial intelligence infrastructure: chips, platforms and software, IT companies in transition, physical capacity and orbital connectivity. Changes in share prices alone do not establish capital flows or causal relationships.

Dates, sources and methodology

Each published update will identify its reference date, comparison period, currency, sources, methodology and limitations. Previous releases will remain available for comparison.

No new market-data release is available on this page yet. Releases will be added after editorial review and confirmation of the applicable data display rights.

This material is educational and analytical. It is not an investment recommendation.