Claude is winning over paying consumers in a market ChatGPT has owned, credit card data shows

TL;DR

Claude’s paying consumers grew 75% since January per credit card data. DataCamp says “Claude” is now its top search term, ahead of “AI.”

Consumers who pay for AI chatbots are increasingly choosing Anthropic’s Claude over competitors, according to new data from credit card transaction analysis firm Indagari. Claude’s paying consumer base and revenue have grown roughly 75 percent since January, based on Indagari’s analysis of billions of anonymized transactions from about 28 million US consumers. The trend challenges the assumption that Anthropic’s strength lies solely in enterprise developers and Claude Code users.

The gains continued even after a March spike in sign-ups that followed Anthropic’s public refusal to allow its models to be used by the Trump administration for mass surveillance and autonomous weapons. Indagari’s data covers weekly transactions from 2025 through mid-May and includes payments for subscriptions and API tokens. While the sample cannot provide absolute revenue figures,...

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