Or maybe they will launch Win 12 with optional TPM support.
Imho making the OS(es) TPM only cannot be good for their business, many people are still on Win 10 with no intention to switch, since their motheboard does not support TPM and do not want to upgrade PC / waste PCI-E slot on TPM extension.
This assumes you bought a pre-made machine. Building your own won’t have any OS you didn’t install yourself.
That’s such a tiny market that it’s completely irrelevant to a company like Microsoft.