4.12.0-rc.0 fails to deploy on VMware IPI

Installer fails to install 4.12.0-rc.0 on VMware IPI with the script that worked with prior OCP versions.
Error happens during Terraform prepare step when gathering information in the "Platform Provisioning Check". It looks like a permission issue, but we're using the VCenter administrator account. I double checked and that account has all the necessary permissions.

OCP installer 4.12.0-rc.0
VSphere & Vcenter 7.0.3 - no pending updates

always - we observed this already in the nightlies, but wanted to wait for a RC to confirm

1. Try to install using the openshift-install binary

Fails during the preparation step

Installs the cluster ;)

This runs in our CICD pipeline, let me know if you want to need access to the full run log:
https://gitlab.consulting.redhat.com/cblum/storage-ocs-lab/-/jobs/219304

This includes the install-config.yaml, all component versions and the full debug log output