Claude narrows ChatGPT's lead in UK consumer AI subscription spending
Claude's share of UK consumer AI subscription spending rose from 7.4% to 29.4% between December 2025 and July 2026, a new study shows.
By GennnAi··1 min read
The working paper, published November 5, analyses 14.2 million UK bank accounts and puts annual spending at about £1.07 billion. ChatGPT's share fell from 73.5% to 52.5%, a lead of about 23 points. The shares cover direct web and card payments only. Including estimated app-store payments, Claude's July share drops to 22.8%. ChatGPT still holds 71.2% of active subscribers in July, against 27.1% for Claude.
Source: Bloomberg, published on November 5, 2026.