That seems right on such important sorts of computation, disregarding other factors. On the history, actual HPC numbers for Itanium have appeared in the Infamous Annual Martyn Guest Presentation over the years. An example that came to hand from 15 years ago to compare with bald statements is is https://www.researchgate.net/profile/Martyn_Guest/publicatio...
Regarding GPUs, Fujitsu may not agree (for Fugaku and spin-offs) depending on the value of "horsepower" relevant for HPC systems, even if an A64FX doesn't have the peak performance of a V100. They have form from the K Computer, and if they basically did it themselves again, there was presumably "co-design" for the hardware and software which may be relevant here; I haven't seen anything written about that, though.
Regarding GPUs, Fujitsu may not agree (for Fugaku and spin-offs) depending on the value of "horsepower" relevant for HPC systems, even if an A64FX doesn't have the peak performance of a V100. They have form from the K Computer, and if they basically did it themselves again, there was presumably "co-design" for the hardware and software which may be relevant here; I haven't seen anything written about that, though.