Computacenter expects first-half adjusted profit before tax to roughly double year-on-year to around £163m, after a second quarter that came in ahead of its own expectations following an excellent start to the year.
Those investors scouring the UK market for clear AI winners need not look further than Computacenter.
The technology and services provider said North America delivered even stronger than expected volume growth with hyperscale customers, benefiting both its Technology Sourcing and Professional Services businesses.
The UK produced excellent growth in Technology Sourcing, including further AI-related projects, alongside strong Professional Services growth, while Germany saw good product growth despite subdued services demand.
The order book points to continued momentum, with the committed product backlog at 30 June well ahead of the £7.1bn position at the end of December, reflecting strong order intake during the half.