Antoine Chkaiban
Technology Infrastructure
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 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
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Meta 4Q25: 50% Capex intensity & 40% expense growth - replatforming overdrive.January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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Microsoft 2FQ26: Azure growth constrained, healthy re-platforming at work. Buy, $675 TP.January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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What returns to expect on Cloud AI?January 28, 2026 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Feb
18TechnologyFebruary 18, 2026 – February 18, 2026 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanEvent Details -
Feb
18TechnologyFebruary 18, 2026 — VirtualHosted by Antoine ChkaibanEvent Details -
Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAHosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek MogullEvent Details
