As someone else noted, QEMU is a likely match, perhaps another option for running Vagrant on OS X. But apple probably wouldn't go to this much effort and commit to supporting a hypervisor just to make virtualizing Linux easier. It's not an unmet need, and it's not their primary focus at all.
As you noted, all the existing VM players can provide their own and may want to continue doing that (unless Apple forces them to adopt this one... which is unlikely), so I'd bet on Apple itself being the primary consumer of it in some way.
As for what Apple itself might do with it in the future, perhaps this is just intended to be a low level component that will be used for other high level things in the OS itself, similar to the way XPC is now used all over the place as a core technology. As for what that might be with the hypervisor... I'd just be guessing. Guessing is fun though :)
They did say they were locking down /System soon, maybe that's going to be far more expansive than just the filesystem path, maybe a native hypervisor paired with VT-d allows them to "sandbox" things that currently can't be contained, even kexts? I'm thinking about Qubes OS when I say that http://en.m.wikipedia.org/wiki/Qubes_OS