They can see the writing on the wall. For both consumers and business users, a PC with a full OS is a liability compared to a lightweight client machine and cloud services (either hosted in Azure or on-premises).

The wheel has circled back around to the early 1990s. Remember client-server? Only now, it's practical. The universal client (web browser) is all most users need. The nightmare of managing local installations of the client software is gone. Management of user PCs, drivers, updates, dealing with malware, is all going to be a thing of the past.