Hello @MWC
Based on the symptoms, I would be cautious about attributing this directly to KB509538 or AFD.sys/TDI hardening without Microsoft confirming a regression.
Windows multihomed systems with multiple default gateways can produce unpredictable or asymmetric routing. Interface metrics influence route selection, but they don't guarantee that return traffic will use the interface on which the original traffic arrived.
The fact that removing the duplicate default gateway and creating a clearer metric separation resolved the issue strongly points toward route selection on the multihomed VM.
I would recommend capturing the following before and after installing KB509538 on an affected system:
Get-NetRoute -AddressFamily IPv4
Get-NetIPInterface -AddressFamily IPv4
Get-NetIPConfiguration
If identical network configuration produces different route selection specifically after KB509538, that would provide a much stronger case for a Windows regression.
I couldn't find a Microsoft-published known issue for KB509538 specifically confirming that TDI/AFD.sys changes force Strong Host behavior or alter multihomed socket binding. I would therefore avoid stating that the update causes this until Microsoft can correlate it with the update.
Since you can reproduce the behavior pre/post update, opening a Microsoft support case with packet captures, route tables, and the exact Windows build would be the best next step.
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