Thanks for the details. Looks like the working guest OS is using the e1000 driver. I have added that driver to the v2alpha branch default .config, for ease of testing in this kind of environment. Can you please refetch, rebuild, and reboot, and see if that fixes the issue?
thanks,
neal
ps: here is the only change in the v2alpha-2021-01-20 release:
$ git diff-tree -p -r v2alpha-2021-01-15 v2alpha-2021-01-20
diff --git a/config.gce b/config.gce
index 88138ef5c6fb..1538acf6818b 100644
--- a/config.gce
+++ b/config.gce
@@ -1700,7 +1700,7 @@ CONFIG_NET_VENDOR_HP=y
# CONFIG_HP100 is not set
CONFIG_NET_VENDOR_INTEL=y
# CONFIG_E100 is not set
-# CONFIG_E1000 is not set
+CONFIG_E1000=y
CONFIG_E1000E=m
CONFIG_E1000E_HWTS=y
# CONFIG_IGB is not set