Computacenter, a UK-based IT infrastructure company most people outside of enterprise tech have never heard of, just posted the kind of numbers that make fund managers sit up straight. Shares climbed 6.3% to 3,552 pence after the company signaled that full-year adjusted pre-tax profits would beat market expectations of £291.3 million.
The reason is one that crypto investors have been tracking for years: an insatiable appetite for AI infrastructure. Computacenter sells the servers, networking gear, and hardware that hyperscalers need to build their sprawling data centers. And right now, that business is booming.
The numbers behind the surge
Computacenter’s 2025 revenue hit £9.2 billion, a 32% jump from the prior year. That’s the kind of top-line growth that got the company promoted to the FTSE 100, effective June 22, 2026, alongside Aberdeen Group and Investec.
The company had been working its way back from an operating profit decline, and the AI hardware cycle gave it exactly the tailwind it needed. Increased hardware orders from both North America and the UK drove the recovery.
