Anthropic's Claude is winning market share among paying AI consumers, with revenue up 75% since January 2026 according to credit card transaction analysis. While ChatGPT remains far ahead overall, Claude is narrowing the gap in both revenue and consumer interest, suggesting Anthropic has built a healthier customer base than its developer-focused reputation suggests.
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Transaction data from Indagari, which analyzes credit card spending by about 28 million U.S. consumers, shows Claude's paying customers and revenue growing month by month, currently up about 75% since January 2026. On the education platform DataCamp, demand for Claude courses has increased 18x in the last 30 days alone and now outpaces ChatGPT demand among self-directed consumers by three to one.
Why it matters
Anthropic is broadening its customer base beyond enterprise and startup developers, a sign of competitive strength as both OpenAI and Anthropic approach becoming public companies. The growth has continued even after March, when Anthropic refused to allow its models to be used for mass surveillance or autonomous weapons—suggesting the company's stance may be resonating with consumers rather than harming business.
What to watch
ChatGPT still dominates the overall market and has far more paying users; Claude is catching up in dollar revenue but remains behind. Also significant: the U.S. government recently banned Anthropic from selling its most powerful cybersecurity-focused models (Mythos 5 and Fable 5) to non-Americans, forcing the company to pull them from the market for now.
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