A big reason this number has grown over the past year is the COVID-19 coronavirus pandemic. During the pandemic, more people bought PCs because they found they needed larger-screen devices to work remotely.
During its Q3 FY'21 earnings call on April 27, officials disclosed that demand for PCs helped Microsoft reach its $41.7 billion in revenues for the quarter. Chief Financial Officer Amy Hood said the PC market was exceptionally strong in spite of chip shortages. (Xbox consoles will be more negatively impacted than PCs by the chip shortages, according to Microsoft officials.)
Surface revenues were $1.5 billion for the quarter, which was up 12 percent from the year-ago quarter, but not what Microsoft had hoped due to some not-publicly explained "execution challenges," in the commercial segment, in the words of Hood. (This goes beyond chip supply-chain issues. Microsoft officials didn't elaborate.)
Microsoft officials said Windows OEM revenue was up 10 percent for the quarter, largely driven by consumer PC demand. (Windows OEM Pro revenue was down two percent compared to a very strong year-ago quarter, which was helped by the end-of-support for Windows 7.) For this quarter, Windows OEM non-Pro revenue was up 44 percent (!) compared to the year-ago quarter.