Yeah, that's exactly what these visits are: faked user agents that fail IP verification or Web Bot Auth. What's interesting is the surge across so many websites in the last week.
There are many possibilities but one of them could be some new vuln was released and they are looking for it. That would require looking at the URL's they are requesting. Botters run their own purpose built campaigns. Do you also have a summary of URL's requested by unique counts?
I've had a similar bump in scanners in the past week, more than half of it is coming from MS and Google owned IPs and all of them are spoofing AI agents.