UK IT services group Computacenter (CCC.L) has seen its shares rise on the back of booming demand for AI-related data centres, and is set to join the FTSE 100 index.
FTSE 100 Reshuffle · AI Infrastructure
Computacenter rides the AI data-centre boom into the FTSE 100
Once a traditional hardware reseller, the UK IT group has been re-rated as a beneficiary of the rush to build GPU clusters for generative AI — lifting revenue, profit and its share price into blue-chip territory.
£9.2bn
FY2025 revenue, up 32% year on year
+88%
US operating profit growth in 2025 (constant currency)
~£5bn
Order backlog underpinning performance
US operating profit almost doubled in 2025
Data-centre and AI projects drove the surge — a +88% rise on the prior year, constant currency.
21,000+
Employees worldwide
16 million
Devices supplied annually
11
Global integration centres
Bull case
Essential player in AI data-centre build-out
Gaining market share with strong hyperscaler exposure
Liquid-cooling capacity for next-gen high-density GPUs
Bear case
Can hyperscalers recoup their vast investments?
Overheating fears echo the late-1990s tech boom
Supply-chain constraints amid surging demand
FY2026 adjusted pre-tax profit is expected to beat the £291.3m market forecast — driven by North American and UK data-centre and AI projects.
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