I tried on Win 7 SP1 x64 but it didn’t help. I tested on 6704 RC (not this version).
I looked at the logs and found incoming traffic from 0.0.0.0. at port 68 to 255.255.255.255 Port 67. I made a Global Rule and a rule for svchost.exe accordingly. Please notice that the direction is different.
Now it doesn’t show in the logs anymore but unfortunately it doesn’t stop cmdagent.exe from starting to use a full processor core again. I tested with 6704 RC.