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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Bible 1Q26 - PCs: OEM revenues outperform on pull-ins; brace for a tough 2H as memory prices kill demand.June 15, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 1Q26 - Hyperscale & Cloud: visibility improving; agentic AI drives CPU demand; supply constraints across the board.June 9, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 1Q26 - Smartphones: unit forecast cut sharply; iPhone cycle strong; Semis at risk.May 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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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