Tech Narrative Weekly #5 (Dec 2025, Week 4): When AI Is Placed Within Real World Structures
Key Events of the Week: What Happened Last week, during the fourth week of December, the U.S. technology sector did not produce a single explosive event that dominated market sentiment. Instead, several seemingly disconnected developments gradually came together at the narrative level to form a coherent picture. Notably, the observation signals in the fourth week showed little substantive difference from those of the third week. First, the relationship between AI and infrastructure became more concrete.