NVIDIA is reportedly already redirecting orders away from Super Micro Computer (SCMI) due to a DOJ investigation and the resignation of its accounting firm, Ernst & Young. SCMI, heavily reliant on NVIDIA as its biggest client, faces allegations of financial malfeasance.

SCMI's biggest client is NVIDIA, and its second-biggest client is an entity backed by NVIDIA, which pretty much forces NVIDIA to start redirecting orders away from SCMI to other suppliers. In a new report from DigiTimes, we're learning that NVIDIA has started redirecting its orders placed with SCMI, to other suppliers.

SCMI is now looking at allegations of financial malfeasance, a preliminary DOJ investigation, and the sudden resignation of its accounting firm Ernst & Young, which was in the process of auditing SCMI. NVIDIA shifting orders for its new B200 and GB200 AI servers away from Super Micro Computer, with Team Green being its biggest client, isn't looking good at all.