It has to be coming.

Plenty of work done on virtualization, and you can see the VR and GenAI roadmaps playing out to the point where they want devs building for the Apple ecosystem to be able to run stuff securely in cloud, which means they will want a cloud offering to compete, which means they'll want their own container runtime with macOS APIs but in Apple's DCs.

This is an interesting first step though - it means devs who now want to build something that talks to cloud functionality in AWS or GCP have the option to stay in a single language. If it gets traction, you can imagine they'll accelerate investment.