They would have to use Apple hardware, because of the MacOS EULA.
Understood. Does VMware know if any of the hyperscaler partners allow the deployment to use Apple hardware in the cluster? For example, AWS offers the mac1.metal EC2 instances. I would think those could be deployed as ESXi hosts.
You could ask VMware about VMware Cloud on AWS as it is managed by VMware, all other hyperscaler offerings are managed by the hyperscalers themselves.
I personally doubt that any of them use Apple hardware.