Let me guess, you live somewhere cold? I noticed the same behavior.
So, both defog settings as well as the dash+floor setting engage the AC to dehumidify the air to prevent/reduce condensation. Try selecting the dash only or floor only vents - if this stops the surging, then I'd be 99% the problem is the PCM increasing air+fuel by opening up the IAC valve further.
I noticed the same behavior beginning this winter. Initially, when I realized the surging was the AC engaging, I began to hypothesize the PCM was accelerating the engine a certain amount to offset the increased engine load from running the AC. If the AC was failing to load the engine sufficiently, then the PCM would be overcompensating. I don't know enough about the AC system to decide if that's even plausible much less how to check that.
Unfortunately, I'd also replaced my IAC valve this summer so I can't rule that out.
I guess, it'd be useful to know if your air con worked this summer?
Good Luck