Anthropic’s Claude is winning over paid consumers, a market owned by ChatGPT
Despite ChatGPT's commanding market lead, consumers who pay for AI have been increasingly choosing Anthropic's Claude, data shows.
Consumers who pay for AI have been increasingly choosing Anthropic’s Claude, trend data from credit card transaction analysis company Indagari shows.
This is a sign that the AI lab has a wider and healthier set of customers than the niche it is generally considered to command — enterprise and startup developers using Claude Code.
Indagari analyzes billions of anonymized credit card transactions from about 28 million U.S. consumers. So while that data can’t give us absolute numbers about Anthropic’s revenue or total customers, it is a large enough sampling to spot trends.
And the trend, in Anthropic’s case, is up and to the right.
The data we analyzed covers weekly transactions from 2025 through May 10, 2026, and includes payments for items like subscriptions and API tokens. It shows Claude’s paying consumers and revenue growing, month by month, currently up about 75% since January 2026 among this segment.
Notably, the gains continued even after the company saw a growth spike from consumers in March , when it refused to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons.
Another indicator of Claude’s growing popularity with consumers comes from DataCamp, an online education platform that teaches AI skills to consumers and business employees, with about 20 million users, it says.
Interest in Claude among consumers on DataCamp has exploded since the start of the year. “Claude” is now the most searched term on its site, even more than the term “AI,” DataCamp tells TechCrunch.
While ChatGPT courses are still far more popular with businesses doing corporate training, among self-directed consumers, demand for Claude courses is outpacing ChatGPT by three to one, the company says. Demand for courses on Claude has increased 18x in the last 30 days alone, it says.
Still, while Claude’s growth is impressive, ChatGPT is still far and away the most popular AI with consumers, in every way.
For instance, recent data from market intelligence firm Sensor Tower shows Claude growing well this year across all platforms, but still a long way behind ChatGPT.
While ChatGPT’s growth has, the data implies, been more modest of late (largely due to its already enormous reach), it still has many more paying users, the Indagari data indicates.
Yet, there’s no question that Claude has started to gain on ChatGPT this year in terms of dollars collected from consumers, as well as general consumer awareness and interest.
As both OpenAI and Anthropic stand on the threshold of becoming public companies , we’re eager for a peek at the legs supporting their businesses.
It’s especially unclear what impact Anthropic’s latest battle with the U.S. government will have on its business. Earlier this month, the government banned Anthropic from allowing its most powerful , cybersecurity-focused models, Mythos 5 and Fable 5, from being used by non-Americans, causing the AI lab to pull them from the market altogether for now.
So far, though, every glimpse at data we can find shows Anthropic continuing to grow both its consumer and business/enterprise users .
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Pontos-chave
- Claude, da Anthropic, está ganhando espaço entre consumidores pagantes, sugerindo uma diversificação no mercado de IA.
- O aumento do interesse por cursos relacionados ao Claude indica uma mudança nas preferências dos usuários em busca de novas ferramentas de IA.
- Apesar do crescimento do Claude, o ChatGPT ainda é o líder de mercado, o que destaca a necessidade de estratégias eficazes para aumentar sua adoção.
Análise editorial
A crescente adoção do Claude, da Anthropic, entre consumidores pagantes é um indicativo de que o mercado de IA está se diversificando, especialmente em um cenário onde o ChatGPT dominava amplamente. Para o setor de tecnologia brasileiro, isso representa uma oportunidade de inovação e competição, uma vez que a presença de alternativas robustas pode incentivar o desenvolvimento de soluções locais. Além disso, a tendência de crescimento do Claude sugere que os consumidores estão cada vez mais dispostos a explorar diferentes ferramentas de IA, o que pode estimular um ecossistema mais dinâmico e colaborativo.
A análise dos dados de transações de cartões de crédito revela que a demanda por Claude está se expandindo, especialmente entre consumidores autônomos, o que pode ser um reflexo de uma mudança nas preferências do usuário. Essa mudança pode ser observada também no Brasil, onde a educação em IA está se tornando uma prioridade, e plataformas como DataCamp podem estar influenciando a formação de profissionais que buscam se destacar em um mercado competitivo. O aumento do interesse por cursos relacionados ao Claude sugere que há uma abertura para novas abordagens e metodologias no aprendizado de IA.
Entretanto, é importante observar que, apesar do crescimento do Claude, o ChatGPT ainda mantém uma liderança significativa. Isso indica que, para que o Claude ganhe mais espaço, será necessário não apenas aprimorar suas funcionalidades, mas também desenvolver estratégias de marketing e engajamento que ressoem com o público-alvo. O que se pode esperar a seguir é um aumento na competição, o que pode levar a inovações rápidas e melhorias nos serviços oferecidos, beneficiando, em última análise, os consumidores e o mercado como um todo.
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Fonte original:
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Este artigo foi curado e publicado pelo AIDaily como parte da nossa cobertura editorial sobre desenvolvimentos em inteligência artificial. O conteúdo é baseado na fonte original citada abaixo, enriquecido com contexto e análise editorial. Ferramentas automatizadas podem auxiliar tradução e estruturação inicial, mas a decisão de publicar, a revisão factual e o enquadramento de contexto seguem responsabilidade editorial.
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