Nvidia and major hyperscalers now control nearly 70% of the long-duration debt issuance market in 2026.
This figure represents a massive increase from a 7% market share in 2024 and just 1% in 2023.
The surge in corporate borrowing now nearly equals the duration added to the market by U.S. Treasury coupon issuance.
Tech giants are utilizing long-term financing to fund massive capital requirements for AI and data center infrastructure.
Nvidia remains at the forefront of this strategic shift toward long-term growth financing.