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Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers

Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers

Mainframe Chips, Rogue AI Agents, and Self-Reviewing Code

Sep 7, 2026 · 46 min · 12 segments

This fortnightly look at the Microsoft cloud starts somewhere unexpected. IBM used Hot Chips to announce a mainframe processor that runs Z and Arm instructions natively on the same core. Cyrus walks…

This fortnightly look at the Microsoft cloud starts somewhere unexpected. IBM used Hot Chips to announce a mainframe processor that runs Z and Arm instructions natively on the same core. Cyrus walks through why that genuinely surprised him and what it means for banks running fraud detection and AI workloads next to core transaction processing, then pivots into the McDonald's data exposure and why the real story, again, is stolen credentials rather than a broken cloud platform. Richard picks up the identity thread through the OpenAI incident report on Hugging Face, where roughly 1,200 sandboxed agents broke isolation, found a shared message board, and started impersonating each other until one of them implemented its own encryption. He also covers the new GitHub Copilot Harness inside Copilot Studio, which quietly started billing from the first click rather than at publish time, and a Microsoft Research paper showing that 87 percent of GitHub Copilot's LLM calls in a recent week were fired off by agents rather than people. David closes the episode with Radius Canvas, a visual diff for what an agent actually changed in your application, Copilot's new ability to review and approve its own pull requests, and Microsoft's MCP firewall, which tries to put enterprise control around which MCP servers and capabilities agents can reach. Links - IBM's dual architecture mainframe processor announcement - Coverage of the McDonald's Azure data exposure - Microsoft Entra Global Secure Access MCP firewall and tenant governance - Windows Autopilot device association announcement - Defender for Identity sensor configuration for AD FS, AD CS, and Entra Connect - GitHub Copilot Harness billing change in Copilot Studio, Message Center MC1461678 - Microsoft Research paper, Agentic Coding in the Wild - Coverage of the Microsoft Research findings - METR's independent investigation into the OpenAI Hugging Face incident - OpenAI's technical report on the Hugging Face incident - GitHub Copilot code review, including PR approvals - Radius, the project behind Radius Canvas Follow and listen - X/Twitter - Bluesky - LinkedIn - Facebook - Threads Music: Null Invocation, Monochrome Pulse. https://is.gd/b1kNU9

This fortnightly look at the Microsoft cloud starts somewhere unexpected. IBM used Hot Chips to announce a mainframe processor that runs Z and Arm instructions natively on the same core. Cyrus walks…

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Speakers: Richard HoganHostCyrusHostDavidHost

Top entities: Microsoft×32 GitHub×13 IBM×12 Microsoft Azure×13 Model Context Protocol×22

Show signals: SuitabilitySafeBiasNot politicalAudience≈348 followers

IBM Z and ARM on One Processor2:12 – 5:35

C

CyrusHost

2:12

Good.

C

CyrusHost

2:13

Hi, everyone.

C

CyrusHost

2:15

So I'll start with, as you said, the IBM news.

C

CyrusHost

2:18

Because this one genuinely surprised me, to be fair.

C

CyrusHost

2:22

At Hotships, IBM announced the first dual architecture mainframe processor.

C

CyrusHost

2:28

And, you know, like I continue to read and it was like each core natively run both IBM Z instructions and ARM instructions.

C

CyrusHost

2:39

And I had to reread that multiple times, not only because I'm dyslexic, but also because it's like if you do IT and maths, if you follow this channel, surely you know maths and some IT.

C

CyrusHost

2:51

It's like a division by zero for me.

C

CyrusHost

2:54

It was an impossibility because the word natively Z instruction, which is more mainframe.

C

CyrusHost

3:00

It's a completely different universe.

C

CyrusHost

3:02

And ARM instructions in the same processor.

C

CyrusHost

3:07

That is important for two reasons.

C

CyrusHost

3:09

One is because ARM has become a huge software ecosystem for cloud native applications, and as you said earlier, Richard, for AI.

C

CyrusHost

3:19

And we know ARM especially for the new Apple's silicon M1, M2, M5, M6 maybe one day chip.

C

CyrusHost

3:29

All the phones run on ARM.

C

CyrusHost

3:30

It's very efficient, power efficient, so you can have longer batteries.

C

CyrusHost

3:35

And it's fast.

C

CyrusHost

3:36

And it's a new type of processor in competition to x86.

C

CyrusHost

3:42

And the second thing is now it's bringing modern ARM software close to mainframe workloads, usually meant for separate infrastructure.

C

CyrusHost

3:51

So IBM is now bringing those worlds onto the same processor.

C

CyrusHost

3:56

So the cores can switch between the two architecture in nanoseconds.

C

CyrusHost

4:01

So we talk about native.

C

CyrusHost

4:03

And we talk about switching nanoseconds.

C

CyrusHost

4:05

So for me, it's like an alien technology.

C

CyrusHost

4:09

Honestly, when I see that, it's not normal.

MicrosoftCompanyTechnology company
99%32 mentions
GitHubCompanyCompany
97%13 mentions
IBMCompanyTechnology company
95%12 mentions
Microsoft AzureSoftware ApplicationComputer application
93%13 mentions
Model Context ProtocolSoftware Application
91%22 mentions
OpenAICompanyGenerative AI company
89%7 mentions
GitHub CopilotSoftware ApplicationSoftware
88%33 mentions
Hugging FaceCompanyAI company
86%6 mentions
Microsoft IntuneSoftware Application
84%9 mentions
Microsoft WindowsSoftware ApplicationOperating system
82%5 mentions
McDonald'sRestaurantFast food restaurant chain
80%7 mentions
Microsoft ResearchCompanyResearch company
78%5 mentions
Cloud computingEntityOrganization type
76%4 mentions
Software as a serviceEntity
74%3 mentions
Microsoft CopilotSoftware ApplicationSoftware
72%2 mentions
Active Directory Federation ServicesSoftware ApplicationSoftware
70%3 mentions
IBM ZProduct ModelComputer
68%8 mentions
Artificial intelligenceEntityProfessional field
66%3 mentions
PDFEntityFile format
64%1 mention
FacebookSoftware ApplicationSocial networking service
63%1 mention
LinuxSoftware ApplicationSoftware
61%3 mentions
ThreadsSoftware ApplicationSocial media service
59%1 mention
LinkedInSoftware ApplicationSocial networking service
57%3 mentions
METROrganizationNonprofit
55%1 mention
BlueskySoftware ApplicationSocial media service
52%2 mentions
XEntitySocial networking service
52%2 mentions
Web Services Description LanguageEntityProgramming language
49%2 mentions
Large language modelEntity
47%2 mentions
Microsoft Power PlatformSoftware ApplicationComputer program
45%2 mentions
Visual Studio CodeSoftware ApplicationSoftware
43%2 mentions
AppleCompanyTechnology company
41%1 mention
MetaCompanyTechnology company
39%3 mentions
Windows 11Software ApplicationOperating system
38%1 mention
Hudson RockPerson
36%1 mention
infostealerEntity
34%1 mention
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32%1 mention
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9%1 mention
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7%1 mention
Google Cloud PlatformSoftware ApplicationComputer application
5%1 mention

Cloud ComputingTechnology
SecurityTechnology > Cloud Computing
IBM ZTechnology > Computing > Processors
ARM ArchitectureTechnology > Computing > Processors > IBM Z
Credential TheftTechnology > Cloud Computing > Security > Identity Management
Incident ResponseTechnology > Cybersecurity > Threat Actors > Data Breaches
CybersecurityTechnology
Software DevelopmentTechnology
AutomationTechnology > Software Development > DevOps
DevOpsTechnology > Software Development
Coding AssistantsTechnology > Artificial Intelligence > Machine Learning
Data BreachesTechnology > Cybersecurity > Threat Actors
GitHub CopilotTechnology > Artificial Intelligence > Machine Learning > Coding Assistants
Threat ActorsTechnology > Cybersecurity
Identity ManagementTechnology > Cloud Computing > Security
Code ReviewTechnology > Software Development > DevOps > Automation
Technology
ComputingTechnology
ProcessorsTechnology > Computing
Artificial IntelligenceTechnology
Machine LearningTechnology > Artificial Intelligence

IBM Z and ARM on One Processor2:12 – 5:35

C

CyrusHost

2:12

Good.

C

CyrusHost

2:13

Hi, everyone.

C

CyrusHost

2:15

So I'll start with, as you said, the IBM news.

C

CyrusHost

2:18

Because this one genuinely surprised me, to be fair.

C

CyrusHost

2:22

At Hotships, IBM announced the first dual architecture mainframe processor.

C

CyrusHost

2:28

And, you know, like I continue to read and it was like each core natively run both IBM Z instructions and ARM instructions.

C

CyrusHost

2:39

And I had to reread that multiple times, not only because I'm dyslexic, but also because it's like if you do IT and maths, if you follow this channel, surely you know maths and some IT.

C

CyrusHost

2:51

It's like a division by zero for me.

C

CyrusHost

2:54

It was an impossibility because the word natively Z instruction, which is more mainframe.

C

CyrusHost

3:00

It's a completely different universe.

C

CyrusHost

3:02

And ARM instructions in the same processor.

C

CyrusHost

3:07

That is important for two reasons.

C

CyrusHost

3:09

One is because ARM has become a huge software ecosystem for cloud native applications, and as you said earlier, Richard, for AI.

C

CyrusHost

3:19

And we know ARM especially for the new Apple's silicon M1, M2, M5, M6 maybe one day chip.

C

CyrusHost

3:29

All the phones run on ARM.

C

CyrusHost

3:30

It's very efficient, power efficient, so you can have longer batteries.

C

CyrusHost

3:35

And it's fast.

C

CyrusHost

3:36

And it's a new type of processor in competition to x86.

C

CyrusHost

3:42

And the second thing is now it's bringing modern ARM software close to mainframe workloads, usually meant for separate infrastructure.

C

CyrusHost

3:51

So IBM is now bringing those worlds onto the same processor.

C

CyrusHost

3:56

So the cores can switch between the two architecture in nanoseconds.

C

CyrusHost

4:01

So we talk about native.

C

CyrusHost

4:03

And we talk about switching nanoseconds.

C

CyrusHost

4:05

So for me, it's like an alien technology.

C

CyrusHost

4:09

Honestly, when I see that, it's not normal.

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