Jul 20, 2026 · 17 min · 7 segments
Intersect360 Research CEO Addison Snell and analyst Kevin Jackson do the first ever "collab-isode" with the "Scaling Intelligence" podcast. And for this team effort, they're doing a "lightning round"…
Addison SnellHost
Kevin JacksonHost
One of the major contributors here, this being such a unique system, is it's CPU only.


Now, there was also an ARM processor, also a Custom Interconnect, which in this case appears to be using InfiniBand based silicon, but it's not an NVIDIA networking solution.



They hadn't put a new number one system on the list since the last time Sunway Taihu Lite debuted at number one.

Something you've said before that I repeat all over is it's not surprising that China has this system, right? It's surprising or interesting, maybe, that they decided to put it on the top 500.

In my opinion, it just seems like a flex and they deserve to flex, but it certainly is a flex.

Yeah, so why list this one now, I think, points more toward why haven't they been listing them before.


First of all, China is showing off that they've got their own domestic technology pipeline where they can build at least a CPU based system, if not a GPU based system on their own technologies.

And furthermore, against the backdrop of tariffs and rare earths and everything else going on geopolitically, maybe one supercomputer isn't seen as, oh, this is what's going to define Sino-American relationships on a global stage at this point.

It's been an interesting moment to just kind of paw through the information we have on this.

In this AI era we're living through, it's certainly a unique choice, but it's an interesting choice for sure.

And while you can point to a few things about it that might seem stunty from a top 500 perspective, someone on our advisory committee for the HPCAI leadership organization, Halo, pointed out to me it's not as stunty as some other number one systems that we've seen.

One of the major contributors here, this being such a unique system, is it's CPU only.


Now, there was also an ARM processor, also a Custom Interconnect, which in this case appears to be using InfiniBand based silicon, but it's not an NVIDIA networking solution.



They hadn't put a new number one system on the list since the last time Sunway Taihu Lite debuted at number one.

Something you've said before that I repeat all over is it's not surprising that China has this system, right? It's surprising or interesting, maybe, that they decided to put it on the top 500.

In my opinion, it just seems like a flex and they deserve to flex, but it certainly is a flex.

Yeah, so why list this one now, I think, points more toward why haven't they been listing them before.


First of all, China is showing off that they've got their own domestic technology pipeline where they can build at least a CPU based system, if not a GPU based system on their own technologies.

And furthermore, against the backdrop of tariffs and rare earths and everything else going on geopolitically, maybe one supercomputer isn't seen as, oh, this is what's going to define Sino-American relationships on a global stage at this point.

It's been an interesting moment to just kind of paw through the information we have on this.

In this AI era we're living through, it's certainly a unique choice, but it's an interesting choice for sure.

And while you can point to a few things about it that might seem stunty from a top 500 perspective, someone on our advisory committee for the HPCAI leadership organization, Halo, pointed out to me it's not as stunty as some other number one systems that we've seen.
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