Correlation isn't causation; in the last few years we've experienced some significant economic headwinds like COVID and the current oil crisis. AI rollout is not happening in a vacuum.
Those companies though are not nearly as successful as OpenAI/Anthropic last I checked, which are supplying a lot of consumer AI/ AI being used by humans rather than AI doing what humans do, independently. And I'm pretty sure the majority of AI token burn is not replacing humans; it's building software under the direction of humans.