TL;DRClaude’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, it is large enough to spot directional trends, and the direction for Claude is consistently upward.
A separate signal comes from DataCamp, an online education platform with about 20 million users. “Claude” is now the most searched term on the site, surpassing even “AI,” the company told TechCrunch. Among self-directed consumers, demand for Claude courses is outpacing ChatGPT by three to one, and course demand has increased 18 times in the last 30 days alone.
