Growing PC Market May Deepen Microsoft’s Windows and Edge Monopoly

The PC resurgence could further strengthen Microsoft’s control over desktop operating systems and browsers, according to a new analysis shared by the Browser Choice Alliance.

Antitrust Intelligence argues that artificial intelligence, Windows 10 migrations, and increased hardware investment are making PCs more strategically important. It says regulators should examine Microsoft’s conduct before the next growth cycle reinforces its market position.

Windows 10 migration drives PC upgrades

Microsoft ended standard Windows 10 support in October 2025. Businesses and consumers must now either use the unsupported operating system, pay for extended security coverage, or upgrade to Windows 11.

Many older computers cannot meet Windows 11’s hardware requirements, pushing users to replace devices sooner than planned. Hardware manufacturers benefit from these faster replacement cycles, while Microsoft gains more Windows 11 users.

Mozilla has also claimed that moving to Windows 11 can reset browser settings to Edge and restrict access to competing browsers.

AI PCs create another upgrade cycle

Antitrust Intelligence expects AI PCs to become an important source of hardware revenue. Microsoft is already working with Dell, Asus, HP, and Lenovo on Windows PCs designed to run AI agents with NVIDIA hardware.

NVIDIA and Qualcomm are also increasing their PC investments, while Apple is targeting demand with more affordable computers. Since Windows runs on most PCs, the analysis argues that higher device sales will further strengthen Microsoft’s position.

Edge agreements raise competition concerns

The report claims Microsoft’s Jumpstart programme requires participating manufacturers to install Edge across their full Windows PC portfolios. These agreements reportedly apply globally, giving Edge a built-in presence on every supported device.

Microsoft also faces accusations that Windows prompts, interface designs, and default-browser controls discourage users from selecting rival browsers.

This is not the first time the Browser Choice Alliance has challenged Microsoft. The group previously criticized Microsoft’s Edge strategy and opposed the company’s testing of an Edge auto-start feature.

Antitrust Intelligence wants regulators to investigate Microsoft’s OEM agreements, browser-default practices, and treatment of competing browsers before Windows 11 upgrades and AI PC sales expand further.