Advisory and initiatives in technology infrastructure
Semiconductors, AI systems, cloud platforms, and datacenter economics: the physical layer of the digital economy.
Advisory
Independent advisory across the technology infrastructure value chain: semiconductors, AI systems, networking, memory, power and cooling, cloud platforms, and datacenter operations.
Economics
We translate architecture, capacity, utilization, depreciation, and capital intensity into business economics: unit costs, margins, and returns on invested capital.
Initiatives
We originate and develop initiatives in next-generation compute infrastructure, from system architecture down to silicon.
A decade connecting technology to economics
Technology Infrastructure Partners is led by Antoine Chkaiban, a technology infrastructure specialist with ten years of experience connecting semiconductors, AI systems, cloud capital expenditure, and datacenter economics.
Before that, he worked on several initiatives involving machine-learning systems deployed across thousands of cloud instances, managing the link between architecture choices, infrastructure cost, service quality, and margins.
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For advisory engagements or to discuss an initiative, reach out directly.
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