Earlier quoted context omitted.
They showed up when the AI money did. The evidence is circumstantial, but… some of them are remarkably well engineered (from a “how difficult is it to identify this traffic” perspective, in a way that never existed before (I have been running a quite sizeable site for 8 years, over 200k registered users, and you don’t need to register to use 99% of it).
Yes, circumstantial is exactly the point; it's easy to use AI as a scapegoat because it's something popular to hate on.
It's not a hostile DOS in the traditional sense (I've mitigated a few of those) - no "pay us to make it stop", no pattern to the requests other than "fetch every unique URL a few times".
It wasn't happening until financial incentives to gather large datasets for AI training appeared.
Bad actors (using residential proxies & claiming to be a real browser) mostly showed up after folk started blocking ones that identified themselves as AI scrapers.
It's obvious to blame AI training because there's a shortage of better explanations. Who else would be paying for these (expensive) residential botnets, only to use them to (eg) web-scrape wikipedia (which offers free downloads of its content in a structured format)?
The simplest explanation of the technical behavior is "a bot coded to follow every link it sees & save the results", and the simplest explanation of the motive to run such a bot is "to train a large language model".