I'm not discounting it; it's simply orthogonal to the story. We already know NSA spends huge on compute. None of us are surprised that they have a custom supercomputer contracted from IBM. So we can't derive from that revelation that they've got a viable attack on RSA-2048 --- which, by the way, if they did, would be some of the most closely held information in the world, as there is nothing on the horizon (short of QC) suggesting RSA-2048 will ever fall.

If they had a break on RSA, that would be the story!