Anthropic’s Claude is attracting more paying consumers, according to a new analysis of anonymized credit‑card data from Indagari. The firm examined billions of transactions from roughly 28 million U.S. shoppers, tracking weekly payments for AI subscriptions and API tokens between 2025 and May 10 2026. The data shows Claude’s paying user base and associated revenue climbing month over month, up about 75% since January 2026.

Growth persisted even after Anthropic sparked headlines in March when it declined a request from the Trump administration to deploy its models for mass surveillance and autonomous weapons. Rather than stalling, Claude’s consumer uptake kept climbing, suggesting the controversy did not deter users.

Another indicator comes from DataCamp, the online education platform with about 20 million users. The company reports that “Claude” is now the most searched term on its site, eclipsing even the generic term “AI.” While corporate training courses still favor ChatGPT, self‑directed learners are turning to Claude at a three‑to‑one ratio. Demand for Claude‑focused courses surged 18‑fold in the last 30 days, according to DataCamp.

Despite these gains, Claude remains far behind OpenAI’s ChatGPT in overall market share. Sensor Tower’s recent platform data confirms Claude’s growth across mobile and web apps but shows a sizable gap to ChatGPT, which still commands the lion’s share of paying users. The Indagari analysis also indicates that ChatGPT’s user base is larger, though its growth rate has slowed as the service nears saturation.

Anthropic’s trajectory is noteworthy as both it and OpenAI prepare for potential public offerings. The company recently faced a ban from the U.S. government on its most powerful, cybersecurity‑focused models—Mythos 5 and Fable 5—preventing their use by non‑American entities. Anthropic pulled those models from the market, but the consumer‑side data suggests the setback has not hampered overall momentum.

When asked for comment, Anthropic declined to speak. The emerging picture is one of steady consumer expansion for Claude, even as the AI lab navigates regulatory hurdles and contends with a market still dominated by ChatGPT.

This article was written with the assistance of AI.
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