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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AMD 3Q25 – Broad DC GPU momentum ahead of MI450 without an air pocket. Buy, $300 TP.November 5, 2025 — Antoine Chkaiban and Pierre Ferragu
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Arista 3Q25: 2026 growth guide prudently held; upside likely. Buy, $156 TP.November 5, 2025 — Antoine Chkaiban and Pierre Ferragu
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AMD Model UpdateNovember 3, 2025 — Antoine Chkaiban and Pierre Ferragu
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?October 31, 2025 — Pierre Ferragu and Antoine Chkaiban
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Amazon's hunger for GW - A sneak peak into 2027 AI Infrastructure growthOctober 31, 2025 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Nov
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