Margin on Deficit: British Reseller Softcat Raises Profit Guidance Due to AI

The artificial intelligence gold rush enriches not only the makers of shovels but also those who deliver them. On May 22, 2026, British IT reseller Softcat raised its annual profit guidance, citing an abnormally strong corporate demand for AI infrastructure.

This news perfectly illustrates how the multiplier effect works in the current hardware supercycle. The B2B sector desperately needs to deploy local AI solutions, but buying server racks and GPUs directly from vendors (like NVIDIA) amidst a total deficit is practically impossible. This is where resellers and systems integrators step in. Companies like Softcat skim a high margin for logistics, configuration, and implementation of scarce equipment into corporate networks, becoming inconspicuous but highly profitable beneficiaries of the technological race.

Source: Softcat / Reuters