Computacenter Lifts Outlook After Q1 Hardware Surge From AI Data Centre Spend

Overview

• Computacenter said it now expects full-year adjusted pre-tax profit to come in comfortably above the £291.3 million market view after a strong start.
• The company reported strong first-quarter growth in its technology sourcing unit, led by data-centre and AI projects in North America and Britain, as some customers ordered early to secure scarce parts.
• The shares rose as much as 6.3% to 3,552 pence, placing the stock at the top of the FTSE 250 after the guidance update.
• Jefferies said the firm is gaining market share and benefits from exposure to hyperscalers, the large cloud providers building out server farms.
• Analysts warned that conflict involving Iran could disrupt tech supply chains and raise input costs even as demand stays high.