A Tale of Two EUC Industries
Paul Morrissey
Sep 26, 2025
Could Ignite 2025 be the turning point to unify the EUC Industry?
If so, I think we can thank AI and the future of CUA's everywhere EUC teams deliver modern workspaces
For years, End-User Computing (EUC) has really been two industries:
Physical EUC – focused on desktops, laptops, Cloud PC's and modern management.
Virtual EUC – focused on VDI, Apps, RDS, AVD and legacy server-based multi-user OS
In most large enterprises these EUC teams operate in silos, with different operating systems, toolsets, telemetry, application packaging strategies, and access models.
And the side effects are costly:
Higher OpEx, Server OS, Cals, Tools, Hardening, Licensing, Specialists
Competing strategies that fragment road maps, teams & user experience
Tech debt that delays cloud adoption, Server OS can be a dumping ground
Slower modernization to Cloud and a AI
Different vendor, industry and community groups
This is not by choice, it is a by-product of our legacy server based operating systems, licensing and delivery models that have not caught up to where we are going.
Why am I writing an article about EUC as 2 different industries?
Over the weekend, I got a notification about someone who commented on a post I had made recently on Linkedin. Check out my linkedin post, Link to Linkedin post
A Nerdio employee shared a photo of Microsoft's campus, with “RDP” in huge letters across the windows and wrote about a big planning session between Nerdio and Microsoft.

When I saw the large RDP, first thing that came to me was Server Based OS’s and is it finally time? I commented, sharing my hope that Microsoft and Nerdio are working on four key capabilities that could reset the EUC industry and spark a massive investment in transformation:
AVD as a hybrid remote access broker – meeting customers where they are
Windows 11 Multi-User on-premises\everywhere – retiring server-based OS’s from EUC
Remote PC accessible through AVD – adding value and consistency for physical devices
Windows 10\11 legacy VDI access via AVD – unifying management and brokering
Later that week, Scott Manchester, from Microsoft, replied:
“Sounds like a great idea… Ignite is just around the corner.”

Is Scott Manchester trolling me? Or hinting at what’s to come? 😊
Either way, I’m running with it, hopefully some of what I have written happens as it would be a massive opportunity to rationalize, consolidate and modernize EUC across the board.
To be clear I am not an insider, I have no information that confirms my suspicions I’ve had for a long time “especially post Nerdio raising 500 million”. But I hope we are close to the beginning of a massive EUC transformation.
Why This Matters
In my view the shift away from Server based OS’s in EUC and enabling AVD as a Hybrid broker would give organizations, vendors, and industry groups a unified foundation that binds us all and a catalyst to invest for a compelling reason "AI and CUA Readiness".
In Microsoft's defense why a move like this has never happened there are probably a number is reason, trying to encourage customers to move to cloud. Also shifting internal revenue from product to product is also impactful on their side so there also could be resistance to change as shifting from Server Based OS's in EUC to Win 11 Multi-User will have a revenue, resourcing and budget impact on different units. They will also have to recover that revenue with a new set of licensing and models for AVD, Win 11 Multi-user and Remote PC.
I also believe this is probably rooted in Microsoft preparing us all for an AI driven EUC industry that will most likely be heavily focused on making sure all platforms are standardized and ready to scale to support Computer Use Agents as they are going to become the growth engine for Modern Workspace delivery. AI CUA's coached and driven by employees running primarily on Virtual & Cloud hosted workspaces.
Retiring server-based multi-user OSs from EUC would be the catalyst to:
Justify customer investment in transformation projects
Reduce tech debt, consolidate road maps, tools, teams, and budgets
Lower OpEx, standardized all workspaces OS’s & Forced App and delivery model rationalization
Ensure all Workspaces are designed for Computer Use Agent and & Cloud-ready
Imagine a single OS (Windows 11), single and multi-user, running the same agents and toolsets, managed and brokered with Intune + AVD, no matter where workloads live. As a bonus that would tie right in, W365 Cloud PCs and Reserve instances for BC/DR.
Layer on a platform like Nerdio for improved day-to-day operations, automation and a true single pane of glass across you entire EUC landscape, and you have the foundation for the biggest EUC reset in 20+ years.
I guess we will all have to wait for Ignite, but for the purposes of this series I am going to lean toward transformation as it just makes so much sense. If Microsoft does announce AVD Hybrid and Win 11 multi-user on prem\everywhere I think it will ignite one of the largest EUC investments I have seen in my 20+ years "Outside of Covid", and I can’t wait.
This is Part 1 of my series “A Tale of Two EUC Industries.”
I am very much aware I am going out on a limb with this blog, but thought I would lay out what the potential impact of a unified EUC industry with M365, Intune, Win 11 +MU, AVD on-premises\everywhere, W365 and W365 Reserve as the backbone could have.
I am going to write couple of articles around the topic: Discuss Win 11 everywhere impact, AVD as a Hybrid broker what impact will this have? What are the potential impacts to teams, budgets, vendors, the industry and CUA's.
Would love to hear your thoughts?
If Microsoft does make AVD a Hybrid broker and enables Win 11 MU on-prem\everywhere what impact will it have on our industry?
If Microsoft does make AVD a Hybrid broker and enables Win 11 MU on-prem\everywhere what impact will it have on your environment or your customers environment?
Could this be the move that finally unites the Physical and Virtual EUC industry?
Let me know your thoughts