UK consumers spend more than £1 billion ($1.4 billion) each year on AI subscriptions, and new research finds Anthropic’s Claude is taking a growing share of that spending. One study reports Claude’s share rises sharply over seven months, while OpenAI’s ChatGPT share falls across the same period.
The outlets describe the same underlying research from UK bank and card data, published on Thursday. The Next Web focuses on the percentage-share shift, highlighting Claude’s jump in July versus December 2025 and tracking how ChatGPT’s share drops over the same span. Bloomberg emphasizes the market size alongside the competitive shift, framing the change as Claude narrowing ChatGPT’s lead in the UK consumer AI subscription market. Both accounts indicate the change is driven by consumer subscription spending patterns reflected in the study’s dataset.
