Speculation on Windows 12: Cloud and AI Integration Amid Low Windows 11 Market Share

After Microsoft raised the hardware requirements for Windows 11, the operating system's market share has dropped sharply, and Microsoft shows no intention of relaxing those limits again.

Consequently, the dominant Windows versions in the market remain the Windows 10 branch releases, while Microsoft is actively preparing the next‑generation Windows system.

During the latest earnings call, Intel CFO Dave Zinsner indicated that Microsoft plans a Windows update in 2024.

Although Intel did not explicitly name the update as "Windows 12," the information they disclosed suggests such a possibility. Intel believes the upcoming update will benefit its client‑side business and act as a catalyst for users to replace older devices with newer ones, boosting Intel's performance.

Intel also hinted that the update will incorporate native AI computing. Their forthcoming Meteor Lake processors will support local AI workloads, allowing users to run AI tasks on‑device when paired with the new OS.

According to Intel, tighter client‑hardware collaboration will encourage users to purchase new hardware, which Intel expects to translate into significant revenue growth next year.

Windows 12 is expected to be built on Windows 11, adding cloud and AI features without changing hardware requirements.

The cloud component refers to Windows 365 Cloud PC (consumer edition), enabling users to switch seamlessly between local and cloud desktops 24/7, providing continuous access to data and applications from any location.

The AI integration will enhance existing functionality; while Windows Copilot currently offers a limited web‑based Bing Chat experience, Windows 12 is expected to grant the AI deeper system permissions, allowing voice commands to automate many routine tasks.

If Intel's hints are accurate, a Windows 12 preview could appear by the end of this year or early next spring.