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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AMD 6GW deployment for Meta – On a path to exceed 10% market shareFebruary 24, 2026 — Pierre Ferragu and Antoine Chkaiban
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Arista 4Q25: Beat and raise set to continue through 2027. Buy, $175February 13, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscaler replatforming: Microsoft doing ok, Google the best, Meta the worstFebruary 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscalers to nearly double AI capex again in 2026. Implications.February 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP.February 4, 2026 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAEvent Details



