It's correlated and possibly semi-causal, but IIUC the real issue GitHub is suffering from is they don't have a clean mechanism for filtering AI-generated activity, which is growing exponentially and putting significant strain on their backend in new ways that didn't show up before. Many AI solutions use PRs, for example, as a plan-of-record journal, which creates very different access patterns from how humans use GitHub.

They could, hypothetically, filter bot traffic; I believe they are probably avoiding that solution because they don't want to be, as a market position choice, "anti-AI" (and you could blame the acquisition on this; I'm not sure pre-acquire GH wouldn't have responded to the AI craze with "LOL, no" and instituted a "no agent-driven PRs" policy).