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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Arista 1Q26: Guide raised again, with demand outstripping supply. Buy, $175.May 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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All 4 hyperscalers reported yesterday. Our key takeaways from the prints.April 30, 2026 — Pierre Ferragu and Antoine Chkaiban
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Microsoft 3FQ26: Cloud AI & copilot accelerating revenue growth, replatforming at work. Buy, $600 TPApril 30, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscalers to double AI capex again in 2026. ImplicationsApril 30, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscaler replatforming: Here is how to answer the ROI questionApril 30, 2026 — Pierre Ferragu and Antoine Chkaiban