The recent development logic is as follows: coding agents democratized development, leading to a surge in efficiency-enhancing tools, causing token consumption to skyrocket, resulting in huge profits for large-scale companies, followed by a boom in data center businesses, then continued high-speed growth in the semiconductor industry (essentially mining machine manufacturing), and finally, significant benefits for infrastructure such as electricity, thus creating a closed loop. I suspect the Federal Reserve also saw the same trend, which is why it significantly raised its forecast for future US GDP growth.