This will be more experimental than even the existing ‘Dev’ channel, and Microsoft says it’ll be used to “preview platform changes that require longer-lead time before getting release to customers”. Just a few days later, in March 2023, Microsoft launched a new fourth ‘Canary’ channel of the Windows Insider Program. That may just mean a future update, but a new major version would make a lot of sense. Then, in an interview with The Verge, Microsoft head of consumer marketing Yusuf Mehdi mentioned “develop future versions of Windows” in reference to AI features. We can’t verify how accurate this is, but the leaker in question deid reveal full Intel Xeon chip specs before they launched. In February 2023, reported on a since deleted tweet from leaker where the OS list for an upcoming Intel Meteor Lake desktop CPU apparently included Windows 12. Both articles cite author Zac Bowden’s ‘sources’, but he has a strong track record for Windows news. A subsequent March 2023 article details some of the upgrades you can expect.
KPIT Tech would require to win large orders every year if it has to maintain its growth above 20 per cent in the years to come, it said.A July 2022 Windows Central article suggested a Windows 11 successor is in the works, although there’s no guarantee it’ll be known as Windows 12. The foreign brokerage said a combination of lower structural margin, single vertical presence and high client concentration and excessive valuations would drive underperformance for the stock. These tailwinds should help companies such as KPIT Tech (100 per cent of revenues), Tata Elxsi (42 per cent) and L&T Technology Services (30 per cent), JPMorgan said. It said that OEMs' urgency to invest in new age electric, autonomous and connected vehicles driving multi-year deal wins for service providers and a dearth of digital engineering talent in client geographies are driving increased offshoring where India's share may increase to 33 per cent by FY32 from 25 per cent in FY22. Even the uncertain macro has not caused a slowing in auto ER&D spend, it noted. JPMorgan said auto ER&D services is in the fast lane right now led by a shift towards electrical autonomous and connected vehicles. This radical approach creates the prospect of a whole new design, albeit, given the size of the operating system’s user base, we think the likelihood of drastic change is low. It will be released as a stand-alone edition OS.
The stock fell 17.84 per cent to hit a low of Rs 759.90 on BSE, before closing the day at Rs 809.50, down 12.49 per cent. After a close analysis, we can assume it will be the same for Microsoft’s Windows 12 release.
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