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 CentraleSupƩlec, 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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Meta entering the cloud market. Our take.July 2, 2026 — Pierre Ferragu and Antoine Chkaiban
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Intel: Strong catalyst ahead; upside already reflected in valuation. Increase TP to $122, Neutral.June 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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OpenAI x Broadcom unveil JalapeƱo. Our take.June 24, 2026 — Pierre Ferragu and Antoine Chkaiban
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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
Upcoming Events
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Jul
7TechnologyJuly 7, 2026 – July 7, 2026 — VirtualEvent Details

