Claude consumer spend surges 75% — can it catch ChatGPT
claude's paying consumer base grew 75% this year via credit card data, signaling anthropic is escaping its niche to rival openai's dominance.
anthropic is gaining ground on openai in the consumer market with a 75% revenue increase since january 2026 based on indegari credit card analysis. datacamp confirms this surge, noting claude course demand is 18x higher and surpasses chatgpt among individual learners. however, sensor tower data confirms chatgpt remains the leader in total users while anthropics momentum suggests a broadening customer base. the company faces challenges from us government bans on mythos 5 and fable 5 models for international users, yet data indicates continued growth.