Data from Indagari, a credit card transaction analysis firm, indicates that more consumers opting for AI services are selecting Anthropic’s Claude.

This suggests that the AI lab boasts a more extensive and robust customer base than the specific demographic it is typically assumed to cater to — developers from enterprises and startups utilizing Claude Code.

Indagari reviews billions of anonymized credit card transactions from approximately 28 million consumers in the U.S. While this data may not offer precise figures regarding Anthropic’s revenue or customer count, it is sufficiently large to reveal trends.

And in the case of Anthropic, the trend is clearly positive.

The examined data encompasses weekly transactions from 2025 to May 10, 2026, covering payments for various items, including subscriptions and API tokens. It reveals a month-over-month increase in the number of paying customers and revenue for Claude, now showing approximately a 75% growth since January 2026 in this sector.

Notably, growth persisted even after a surge in consumer interest in March, when the company declared that it would not permit its models to be used by the Trump administration for mass surveillance or autonomous weaponry.

An additional sign of Claude’s rising consumer appeal stems from DataCamp, an online education platform that imparts AI skills to users and business personnel, claiming around 20 million users.

Since the beginning of the year, consumer interest in Claude on DataCamp has surged. The term “Claude” is now the most frequently searched on its platform, surpassing even “AI,” as reported by DataCamp to TechCrunch.

Although ChatGPT courses continue to dominate corporate training, self-guided consumers are showing a threefold greater demand for Claude courses compared to ChatGPT, according to the company. Demand for Claude courses has skyrocketed 18 times within the last 30 days alone, it states.

Nevertheless, despite Claude’s remarkable progress, ChatGPT remains the far more popular AI option among consumers in every aspect.

For example, recent findings from market intelligence firm Sensor Tower indicate that Claude is experiencing growth this year across various platforms, but still lags significantly behind ChatGPT.

Although the data suggests that ChatGPT’s growth has been somewhat slower recently (mainly due to its expansive existing user base), it still boasts a significantly larger number of paying users, according to Indagari’s analysis.

However, it is evident that Claude has begun to close the gap with ChatGPT this year in terms of revenue generated from consumers, as well as overall consumer recognition and enthusiasm.

As OpenAI and Anthropic approach the possibility of going public, there’s a strong interest in understanding the foundations supporting their business models.

It remains especially unclear how Anthropic’s recent confrontations with the U.S. government will affect its operations. Earlier this month, the government prohibited Anthropic from deploying its most advanced cybersecurity-oriented models, Mythos 5 and Fable 5, for use by non-U.S. citizens, prompting the AI lab to withdraw these models from the market for the time being.

Nevertheless, every indication we can gather suggests that Anthropic continues to expand its user base, both among consumers and in the business/enterprise sectors.

Anthropic has chosen not to provide a comment.