Volumes are going to be down, but they want the same revenue, so they increase unit price, comfy in the reality that it will still be, percentage wise, not worth it for most to care. Will it make it unaffordable for some? Probably not appreciably more than the hardware is doing all by itself.

So in short, it is just because they can.

They need the cash to fund their AI spending. There's no conspiracy.

they'll prolly leave the home users alone and charge companies that have no option but to cough up. for now...

It makes sense in terms of opportunism, greed, and for laying three groundwork for a future where you do not own your own computer but do everything in the cloud (because that is where the power is). Remember the whole "you will.own nothing and be happy" thing... so same argument as when businesses moved from self hosting on site. Short version, they want you with a subscription for everything and they can control everything you do.

Pretty much. If hardware is constant lly going up and consumers put up with it, why not get a slice of the pie? It's not like an OEM buyer will reconsider just because of a few bucks for Windows, if they were going to buy anyway.