They announced these at Ignite last year along with a swath of Copilot modules.

The goal is to provide low cost alternatives to either

1. Upgrading existing systems to win11, if the hardware supports it.

2. Offering a “low cost” alternative to an additional $30 for an extended year of win10 support.

Long term goal is to move Windows completely to a subscription model either way. Little Black Boxes are just initial way to present this as an overall savings to the Enterprise Market. And I believe it will work to some degree on the quarterly focused businesses that are already balls deep in Microsoft’s ecosystem’s. There is an unfathomable amount of win10 systems still in use across the globe and they are fast nearing EOS.

We call that doing lines around these parts.

Dunbar’s Number for anyone interested in reading further on this theory.