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.

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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.