An unlikely winner here are countries sanctioned from latest semiconductor technology. Sooner or later China will be make chips that more than good enough for supercomputers. I know there have been Chinese designs in the Top 500 before.
Concrete example, a Saudi Arabian university has a supercomputer https://www.top500.org/system/178515/ this supercomputer is restricted to Iranian students. Otherwise Saudi Arabia wouldn’t have been allowed to have it. Now think of all the possibilities if we could tell the US to pounce sand.
For sure, this will go a long way to democratize the technology around the world. On a side note, I absolutely love that a worker owned coop is now becoming one of the dominant hardware and software vendors globally.
I believe China had a number of world’s fastest supercomputers in the Top 500 list before, and probably has the world’s fastest supercomputers right now. They stopped posting them on the list because they got tired of the West freaking out and sanctioning every time they built a bigger one.