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Highlights
- RELX is being pulled into the AI trade as spending reaches data and analytics.
- Computacenter supplies the infrastructure behind corporate technology projects.
- Investors are broadening the AI theme beyond pure software developers.
The AI investment story is widening. As spending flows through the economy, it reaches not only software developers but also the businesses that own valuable data and those that build the infrastructure to run new systems. Two UK-listed names capture this broadening: RELX PLC (LSE:REL), a data and analytics group, and Computacenter PLC (LSE:CCC), a technology infrastructure provider. Both have been drawn into the conversation as investors look beyond the obvious AI plays toward companies positioned across data, analytics and enterprise infrastructure.
Why is RELX part of the AI trade?
RELX (LSE:REL) provides information-based analytics and decision tools across scientific, legal, risk and business markets. Its relevance to AI comes from the value of proprietary data and analytics, which can power intelligent tools and support customer decision-making. As infrastructure spending reaches data and analytics, businesses that own high-quality, differentiated datasets are increasingly viewed as strategically important. RELX embeds analytics into professional workflows, and investors regard its data assets and subscription-based model as central to how it participates in the wider technology theme across the FTSE 100.
What does Computacenter contribute?
Computacenter (LSE:CCC) provides technology infrastructure and services, helping organisations source, deploy and manage the systems they need. As companies invest in AI-enabled infrastructure, providers that supply and integrate hardware, software and support sit close to where budgets are spent. Commentary has pointed to demand for AI-enabled infrastructure supporting momentum among such providers. That positions Computacenter as a practical participant in the technology cycle, benefiting from rising corporate willingness to invest in the equipment and services underpinning modern computing.
How do data and infrastructure connect?
AI depends on more than models. It relies on data to train and inform systems, and on infrastructure to run them at scale. RELX and Computacenter sit at these two ends of the chain, one supplying analytics and information, the other the physical and software backbone. Viewing the theme this way helps investors understand why the AI story reaches so many corners of the market. It is a reminder that value can accrue across the ecosystem, not just to the companies most closely associated with the technology itself.
What are investors watching?
Attention centres on the durability of demand for data and analytics, the strength of subscription revenue at RELX, and the pace of infrastructure spending flowing to providers like Computacenter. Investors also weigh competition, customer retention and how each business adapts its offering as adoption evolves. For those tracking UK AI exposure, the pair broadens the lens, showing how the theme extends from information and analytics through to the infrastructure that keeps enterprise technology running.
RELX (LSE:REL) belongs to the data, analytics and information services category, while Computacenter (LSE:CCC) sits within technology infrastructure and services. Both are frequently discussed within the artificial intelligence theme as examples of how the trade extends across data and infrastructure.
