I mean it wouldn't be that surprising, they make all their money on corporate installs. A service based Linux type system which has all the same spyware and issues as windows being a good business decision for them doesn't seem like a victory, just a corporation doing a capitalism.

If true, it must be a thin client then. I just can't imagine they'll rewrite the kernel in Rust. That would be awesome, but super error prone if they're going to try to maintain backward compatibility. GUI in Rust is also painful, so I doubt it's that either.