Anthropic further seizes market share in OpenAI: Paid revenue and user growth continue to increase.

Competition between the top artificial intelligence companies OpenAI and Anthropic in the United States is intensifying. According to a report, Anthropic is rapidly gaining market share of paid users from OpenAI. Data from credit card transaction analysis company Indagari shows that the flagship model Claude from Anthropic has been seeing monthly growth in paid users and revenue, with revenue in this segment growing by approximately 75% since January 2026. Indagari's data comes from billions of anonymous credit card transactions from 28 million American consumers, covering weekly transactions between 2025 and May 10, 2026. Another AI online education platform, DataCamp, has also reached similar conclusions. It points out that interest in Claude on the platform has exploded this year, with Claude becoming the most searched term on the website, even surpassing AI.