
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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OpenAI should account for 17% of expectations for Nvidia 2027 datacenter revenuesSeptember 29, 2025 — Pierre Ferragu and Antoine Chkaiban
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The NSR AI datacenter economics cheat sheetSeptember 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle: What will life after giant RPOs look like?September 23, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle & OpenAI: All the economics of the $300bn deal, on a single slide.September 22, 2025 — Pierre Ferragu and Antoine Chkaiban
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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