Intel Exec Revealed a 2024 Windows Refresh … in September

An Intel executive recently spoke of a coming “Windows refresh” in 2024, an obvious reference to what we believe will be called Windows 12.

“We actually think ’24 is going to be a pretty good year for client, in particular, because of the Windows refresh,” Intel CFO David Zinsner said during an appearance at the Citi analyst conference in September. “And we still think that the installed base is pretty old and does require a refresh and we think next year may be the start of that, given the Windows catalyst. So we’re optimistic about how things will play out beginning in ’24.”

The conference in question occurred on September 6, just over a month ago, but we’re learning about this now because PC Gamer found a transcript of the talk.

That quote above is the only time that Zinsner even mentions the word “Windows,” but given Intel’s focus, any comments about the future are interesting. And Zinsner seems to think that 2024 will bring “stabilization” to the PC industry, followed by some growth. And a Windows 12, with its expected AI hardware requirements or recommendations, could help drive that growth.

“Given how good the Meteor Lake product is and just the opportunity, given its application to AI, I feel really good about the client business,” he said, referring to the AI-focused CPU chipset that Intel just released and to Intel’s PC business.