There is plenty of evidence. For example:
https://www.youtube.com/watch?v=MR4i3Ho9zZY&t=37s
The reason is clear - without scarcity of compute or memory, performance is no longer a feature. That works until all the laziness compounds into a crawling bloat.
This is regarding desktop software. With services, microservices is basically a performance anti-pattern that is used without any due diligence in most cases.
"hey Claude, rewrite it in rust"
I'm semi-sarcastic here, but this is actually possible now, while it was an often futile and very expensive roundtrip before AI resulting in two versions of your software that you have to simultaneously maintain.