For now they are probably paying to use residential IP addresses that they get from other services that sell them (and these services get them from people who willingly sell some of their bandwidth for cents).
But I think it won't be long before we start seeing the AI companies having each their own swarm of residential IP addresses by selling themselves a browser extension or mobile app, saying something like:
"Get faster results (or a discount) by using our extension! By using your own internet connection to fetch the required context, you won't need to share computing resources with other users, thusly increasing the speed of your queries! Plus, since you don't use our servers, that means we can pass our savings to you as a discount!"
Then in small letter saying they use your connection for helping others with their queries, or being more eco-friendly because sharing, or whatever they come up with to justify this.
Microsoft could build this into Windows even, they already use your upload bandwidth to help distribute their updates.
You could test this theory pretty easily by monitoring traffic... (I haven't, but maybe someone has?)
What many of us have seen is a huge increase in bot crawling traffic, from highly distributed IPs, and often requesting insane combinations of query params that don't actually get them useful content -- that bring down our sites. (And that increase their volume if you scale up your resources!) They seem to have very deep pockets, in that they don't mind that they are scraping terrabytes of useless/duplicate content from me (they can get all the actual useful open content from my SiteMap and I wouldn't mind!)
That's what bothers me. I don't care if they scrape my site for AI purposes in polite robots.txt-respecting honest-user-agent low-volume ways. And if they are doing it the way they are doing it for something other than AI, it's just as much of a problem. (The best guess is just that it's for AI).
So I agree with you that I wouldn't have spoken of this in terms of "AI".
But it has become a huge problem.
"Fighting the AI scraperbot scourge" https://lwn.net/Articles/1008897/
"LLM crawlers continue to DDoS SourceHut" https://status.sr.ht/issues/2025-03-17-git.sr.ht-llms/
"Open Source devs say AI crawlers dominate traffic, forcing blocks on entire countries" https://arstechnica.com/ai/2025/03/devs-say-ai-crawlers-domi...
Some of us -- we think jokingly -- wonder if Cloudflare or other WAF purveyors are behind it. It is leaving most of us no choice but some kind of WAF or bot detection.
> The current generation of bots is mindless. They use as many connections as you have room for. If you add capacity, they just ramp up their requests. They use randomly generated user-agent strings. They come from large blocks of IP addresses. They get trapped in endless hallways. I observed one bot asking for 200,000 nofollow redirect links pointing at Onedrive, Google Drive and Dropbox. (which of course didn't work, but Onedrive decided to stop serving our Canadian human users). They use up server resources - one speaker at Code4lib described a bug where software they were running was using 32 bit integers for session identifiers, and it ran out!