You say this but from a management perspective at a large enterprise software company I have not seen it.
Some of our developers use copilot and gpt and some don't and it is incredibly difficult to see any performance difference between the groups.
We aren't seeing higher overall levels of productivity.
We aren't seeing the developers who start using copilot/gpt rush ahead of their peers.
We aren't seeing any ability to cut back on developer spend.
We aren't seeing anything positive yet and many developers have been using copilot/gpt for >1 year.
In my opinion we are just regaining some of the economic value we lost when Google Search started degrading 5-10 years ago.