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Anthropic’s Claude Continues To Grow Its Paying Consumer Base

Anthropic’s Claude is increasingly winning over paying consumers, according to transaction data from Indagari, a credit card analytics firm that tracks billions of anonymized transactions across roughly 28 million U.S. consumers.

The takeaway is significant. Claude is no longer best understood as a niche tool for enterprise teams and developers using Claude Code. The data points to a broader, healthier customer base that extends deeper into consumer spending.

Paying Users Continue To Rise

Indagari’s analysis covers weekly transactions from 2025 through May 10, 2026, including subscriptions and API token purchases. While the dataset does not provide a complete picture of Anthropic’s revenue or total customer base, it offers an indication of broader spending trends.

According to the firm, Anthropic’s paying consumer base and related revenue have increased steadily throughout the year, with this segment growing by around 75% since January 2026.

Growth continued following a surge in March, when Anthropic drew attention after declining to allow its models to be used by the Trump administration for mass surveillance of Americans and autonomous weapons.

Consumer Interest Is Spreading Beyond Transactions

Additional indicators also point to rising consumer interest. DataCamp, an online learning platform with around 20 million users, said Claude has become the most searched term on its platform, surpassing even “AI.”

The company also reported that demand for Claude-related courses among self-directed learners is running three to one ahead of ChatGPT, while interest in those courses has increased 18-fold over the past 30 days.

ChatGPT Still Leads The Market

Despite Claude’s growth, ChatGPT remains the leading consumer AI product.

Recent data from Sensor Tower shows Claude expanding across platforms this year while still trailing ChatGPT by a considerable margin. Indagari’s transaction data reflects a similar pattern, indicating that ChatGPT continues to have significantly more paying users, although its growth has moderated as its user base has expanded.

A Business Story Investors Will Watch Closely

Anthropic’s growth comes as both the company and OpenAI move closer to becoming public companies, with investors expected to focus on customer growth, revenue quality and diversification.

Earlier this month, the U.S. government barred Anthropic from making its cybersecurity-focused models, Mythos 5 and Fable 5, available to non-Americans. The company subsequently withdrew the models from the market.

Available data nevertheless suggests Anthropic continues to expand across both its consumer and business segments.

Cyprus Banks Urged To Focus On Long-Term Resilience As Profits Remain Strong

The Cypriot banking sector remains in a strong position, supported by solid capital buffers and overall financial stability, according to speakers at the annual general meeting of the Association of Cyprus Banks. At the same time, government officials and regulators stressed that maintaining this position will require continued discipline and long-term planning.

A Strong Sector, But Not A Complacent One

Finance Minister Makis Keravnos used the meeting to highlight concerns over draft laws recently passed by parliament, which, according to the Ministry of Finance, the Central Bank and the Legal Service, may contain constitutional, legal and institutional issues. Those concerns, he noted, led to presidential referrals and remittals to the Supreme Court.

Keravnos also said the European Central Bank had been consulted on proposed measures concerning the suspension of foreclosures and the restructuring of loans and guarantees, adding that the ECB had expressed its own concerns.

Profitability Should Reflect Real Economy Lending

While acknowledging that the banking sector remains highly profitable, Keravnos said earnings are expected to reach around €1 billion in 2025, lower than in 2024 as interest-rate conditions gradually normalize.

He said he would prefer bank profitability to rely more on lending to businesses operating in productive sectors and less on the widening of European Central Bank interest-rate spreads.

According to the minister, Cyprus’ return to investment-grade status after 11 years has strengthened the country’s appeal to foreign investors, technology companies and startups. He said this should encourage banks to offer financing that better supports businesses while improving the diversification of their loan portfolios.

The Central Bank’s Warning: Strength Today Is Not A Guarantee Tomorrow

Central Bank Governor Christodoulos Patsalides also warned against complacency, saying the sector’s current strength should not be taken for granted.

“The Cypriot banking sector is strong today. But strength that truly matters is not exhausted by a capital ratio, a profit line or a favorable cycle,” he said.

Patsalides added that lasting resilience depends on institutions remaining strong as conditions change, risks become more complex, and competition evolves. In his view, that requires sufficient capital buffers, adaptable infrastructure and management teams prepared for changing market conditions.

Long-Term Resilience Over Short-Term Gains

Patsalides also stressed that banks should focus on long-term resilience rather than short-term performance. Decisions on dividend policy, capital allocation and the use of resources, he said, should take into account continued investment in technology, operational resilience, human capital and long-term adaptability.

He added that banks able to remain competitive over time will be those that invest early in strengthening their capacity to adapt and respond to future challenges.

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