Anthropic's Claude Posts 75% Revenue Growth as Course Demand Jumps 18x

1 articles · Updated · TechCrunch · Jun 25

Indagari credit-card data shows Claude’s paying consumer revenue rising about 75% since January 2026, with gains continuing through May 10 after a March growth spike.
That spike followed Anthropic’s refusal to let the Trump administration use its models for mass surveillance of Americans and autonomous weapons, suggesting the stance did not hurt consumer uptake.
DataCamp says “Claude” is now its most searched term, and among self-directed learners demand for Claude courses is running 3-to-1 ahead of ChatGPT, with course demand up 18x in the last 30 days.
ChatGPT still dominates consumer AI overall, with Sensor Tower and Indagari data indicating far more users and payments even as Claude gains share in dollars and awareness.
The momentum comes as Anthropic also faces fresh U.S. restrictions: this month it pulled Mythos 5 and Fable 5 after a ban on offering the cybersecurity-focused models to non-Americans.