Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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TSMC 4Q25 QT: Strong implied 2027 guide for AI Infra.; WFE read-across not as strong as thought. Top Pick.January 15, 2026 — Pierre Ferragu
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OpenAI deploying 750MW of Cerebras wafers. Our quick take.January 15, 2026 — Antoine Chkaiban and Pierre Ferragu
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AT&S (ATS AV) The “Invisible” Substrate SupplierJanuary 14, 2026 — Peter Vogel and Pierre Ferragu
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Technology infrastructure in 2026: Top picks & updated perspective - Conference Call DeckJanuary 13, 2026 — Pierre Ferragu, Antoine Chkaiban and Ben Harwood
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Robotaxi Part II: The dawn of Tesla? (PUBLIC VERSION)January 13, 2026 — Pierre Ferragu