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
-
Tracking the return on AI investment: How is the replatforming going at hyperscalers?October 31, 2025 — Pierre Ferragu and Antoine Chkaiban
-
Amazon hunger for GW - A snake peak into 2027 AI Infrastructure growthOctober 31, 2025 — Pierre Ferragu and Antoine Chkaiban
-
2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
-
Microsoft 1FQ26: Azure beats, capex accelerates, re-platforming tangible. Buy, $670 TP.October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
-
Nvidia revenues to exceed consensus by at least 30% next year; raising TP to $307October 30, 2025 — Pierre Ferragu and Antoine Chkaiban