Antoine Chkaiban
Antoine Chkaiban is a member of the Technology Infrastructure team, and is based in London. Prior to joining New Street Research, Antoine worked on designing and deploying high performance computing applications in a range of topics, including computer vision, consumer analytics and finance. Antoine holds a Masters of Engineering from CentraleSupélec, where he acquired scientific skills in advanced computer systems, mathematics, as well as theoretical physics and mechanics. He also went to Cornell University to conduct research at the Computer Science department. Antoine is passionate about A.I. and enjoys flying planes.
Research
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Intel: is 35-40% Foundry gross margin ever achievable?April 1, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stable, Cloud services keep acceleratingMarch 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Grasping the AI Infra Buildout & GTC takeawaysMarch 25, 2026 — Pierre Ferragu, Ben Harwood and Antoine Chkaiban
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 2026 — Pierre Ferragu and Antoine Chkaiban
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GTC 2026: Our 5 key takeaways. Could Nvidia trade at 7x 2028 earnings? Adding to our 2026 best idea list.March 19, 2026 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Apr
10TechnologyApril 10, 2026 – April 10, 2026 — VirtualEvent Details

