Perhaps super Axis forms, but I see that as unlikely. It would remain more on the levels they had in the 30s and up to Barbarossa. Hitler will likely interpret it as British willingness to cooperate, so he waits how things unfold.
What is sure is there's no lend/lease.
Stalin will also likely try to expand in Central Asia, most likely trying to take Iran. The British will no doubt contest that, fearing for the straits and India. That will tie down a lot of manpower which could be used in Africa and against Japan. This emboldens Italy and Japan. With no Barbarossa on OTL schedule, the Germans can afford to send more troops to Africa in support of Italy, but they might not want to alienate the British that much. However, they might think that a quick victory in Egypt could prompt Britain to sign a ceasefire to better focus on the war with the Soviets. The Japanese will have a field day in Malaya and the British Far East.