./x.py dist --stage 1 fails on due to rust-analyzer submodule not being checked out automatically

[the8472]

Output:

./x.py dist --stage 1
Updating only changed submodules
  Submodules updated in 0.00 seconds
Building rustbuild
    Finished dev [unoptimized] target(s) in 0.09s
[...]
Dist rust-docs-1.63.0-dev-x86_64-unknown-linux-gnu
	finished in 20.759 seconds
Dist rustc-1.63.0-dev-x86_64-unknown-linux-gnu
	finished in 22.955 seconds
Dist rust-std-1.63.0-dev-x86_64-unknown-linux-gnu
	finished in 16.022 seconds
Dist rustc-dev-1.63.0-dev-x86_64-unknown-linux-gnu
	finished in 94.375 seconds
Dist rust-src-1.63.0-dev
	finished in 6.274 seconds
Dist rust-dev-1.63.0-dev-x86_64-unknown-linux-gnu
	finished in 46.734 seconds
error: failed to read `/home/the8472/workspace/rust/./src/tools/rust-analyzer/Cargo.toml`

Caused by:
  No such file or directory (os error 2)

My config.toml does not override any submodules-related settings. The symptoms look quite similar to #96456 but I don't have build.vendor set.

Commit: 56fd680