Exactly this. It's a completely arbitrary rug-pull made especially repugnant by the fact you can circumvent it quite easily with basically no loss of functionality.
While modding Win11 is a perfectly legit option for home users, it's not for businesses - as such many, many business-spec computers will be "obsolete" once security updates for Win10 end.
Best you can hope for is that these computers pour into liquidation markets giving people the chance to buy decent quality PCs for cheap - but more likely they'll become e-waste
Of all the things to target, did they really have to go for the IA - the organisation that literally got into trouble with the man for helping children get access to books during the pandemic.
Does this hacker kick puppies and steal sweets from babies too?