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2024 could be the year the PC dumps x86 for Arm, thanks to Windows 12
(www.pcgamer.com)
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The recent uptick is probably the usual chasing of Apple's recent products forming a current trend.
The M1 processors really showed how desktop ARM is completely viable. Even more than viable, it's crazy power efficient and still performs actually pretty great.
Unfortunately, I think as usual few companies will really attain as much success as Apple did, but Apple also had been developing ARM chips in house for years for their mobile products.
I should mention that ARM for desktop has been slowly progressing for some time now prior to Apple, what I'm pointing at is renewed interest.
There's probably a non-zero amount of interest as well from countries noticing that having America have essentially full control of the global processor supply might be bad for them, and companies like Microsoft responding with support that goes beyond only really supporting x86.