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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What does Nvidia's $20bn CPU guide imply for agentic CPU adoption?May 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Nvidia 1FQ27: another beat & raise; revenues gated by supply; debate shifting to 2028. Buy, $340 TP.May 21, 2026 — Pierre Ferragu and Antoine Chkaiban
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Consensus implies Nvidia taking no additional orders for 2027 since GTC. Is that credible?May 20, 2026 — Pierre Ferragu and Antoine Chkaiban
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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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AMD 1Q26: Agentic AI boosting CPUs; GPU ramp on track. Buy, increasing TP to $530.May 6, 2026 — Pierre Ferragu and Antoine Chkaiban