I would use these exact facts as a sign that it's maybe not what it seems. It's much too big and too fast to feel stable. It might keep at that level, increase even more, or drop down to a saner level of use / allocation.
Bold prediction. :)
I think anyone predicting a drop or near-term flattening is not thinking beyond the online bubbles where these tools are discussed. In a local tech meetup a lot of the normal companies are barely coming online with AI tools at their company, and even then with very low limits.