Look at the latest changes in iPhone hardware for security. Some are saying the iphone is unhackable now.
There are no reasons such improvements couldn't work for Windows and I am guessing this is their best idea for raising the floor of hardware protection they can assume is available.
I agree the push, which is quite disruptive, must be influenced by someone higher up. But I think its as simple as "Windows is insecure" is something they want to make untrue.