Anthropic’s Claude is winning over paid consumers, a market owned by ChatGPT
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Anthropic's AI assistant Claude is rapidly gaining popularity among paying consumers, a market segment long dominated by OpenAI's ChatGPT. Credit card transaction data shows Claude's paying user base and revenue have grown by approximately 75% since January 2026, alongside a massive surge in consumer search interest and educational course demand. While ChatGPT remains the overall market leader by a wide margin, Claude is steadily securing a larger share of consumer spending and interest.
Anthropic's Claude AI is gaining popularity among paid consumers, with a 75% growth in revenue from this segment since January 2026, according to trend data from credit card transaction analysis company Indagari. Despite ChatGPT remaining the most popular AI, Claude's growth is outpacing it among self-directed consumers, with demand for Claude courses on DataCamp outpacing ChatGPT by three to one. Claude still trails ChatGPT in overall popularity and paying users.