Claude’s daily active users and new app installs are increasing on mobile devices. This follows the company’s recent fallout with the Pentagon. After Anthropic CEO Dario Amodei refused to allow the government to use its AI systems for mass surveillance of Americans or to power fully autonomous weapons, the AI model provider was officially labeled a supply-chain risk. Data suggests that Anthropic’s ethical stance has led many consumers to favor the model.
App intelligence reports indicate that U.S. downloads of Claude’s mobile app continue to surpass those of ChatGPT. Recent figures from March 2 show Claude with an estimated 149,000 daily downloads, compared with 124,000 for ChatGPT.
While downloads show new users, active users reveal actual engagement. Market intelligence found that Claude’s app on iOS and Android devices saw 11.3 million daily active users on March 2. This represents a 183% increase from the start of the year, when usage was around 4 million, and a significant rise from 5 million daily active users at the beginning of February.
This growth puts Claude ahead of other AI apps like Perplexity and Microsoft Copilot in daily active users, though it still trails ChatGPT. Claude’s jump in usage began later in the month, timed around the news of its tense negotiations with the Pentagon. If these trends continue, it could rank higher.
ChatGPT still dominates the market significantly, with 250.5 million daily active users across iOS and Android on March 2. Meanwhile, reports also indicate that Claude’s web traffic has been growing. While still far behind other top AI providers, Claude’s web traffic was up 43% month-over-month in February and up 297.7% year-over-year. Some of this growth may be at the expense of ChatGPT, whose web traffic dropped 6.5% month-over-month during the same period. Gemini saw a slower growth bump of 2.1%.
Anthropic has noted that its AI chatbot is now seeing more than 1 million sign-ups per day after becoming the number one app on the U.S. App Store over the past weekend, a position it still holds. The app is also number one in 15 other countries, including Australia, Canada, France, Germany, and the United Kingdom. The company stated that Claude has broken its own signup record every day since early last week in every country where it is available.
Meanwhile, an earlier report found that ChatGPT’s app uninstalls have been growing. Anthropic was asked for comment, but one was not available at the time of publication.