
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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Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
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Arista 2025 CMD: why we see upside to both the 2026 and long-term guides.September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
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Could Oracle capture all OpenAI’s compute by 2027? Implications for MicrosoftSeptember 11, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle RPOs: Beginning of the bubble... or beginning of the AI era?September 10, 2025 — Pierre Ferragu and Antoine Chkaiban
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XPUs: Sizing the upside for Broadcom and the downside for NvidiaSeptember 9, 2025 — Pierre Ferragu and Antoine Chkaiban