en.Wedoany.com Reported - US artificial intelligence company Anthropic officially disclosed on May 7, 2026, that the company is accelerating a comprehensive strategic shift from an enterprise customer-centric approach to the consumer market. By systematically optimizing the Claude chatbot's ability to handle personal scenarios and its response speed, the company aims to enhance the product's appeal to everyday users.
Mike Krieger, co-head of the Anthropic Labs team, revealed the specific direction of this consumer market push during a break at a company conference in San Francisco. He stated that since late 2025, the company has directed employees to systematically improve how the chatbot handles personal inquiries, focusing on high-frequency daily scenarios such as health consultations, travel planning, and recipe recommendations. Krieger emphasized that the company is currently focused on enhancing the chatbot's "quality, polish, and performance." A key optimization target has been reducing the response time from when a user opens the mobile app to when they can initiate a query to Claude, which has been dramatically shortened from the previous "five or six seconds" to "around one second." Meanwhile, for enterprise-side application scenarios like Claude Code and workflow automation, Anthropic's core tools have also been made available to free users, further paving the way for consumer market expansion.
This strategic push into the consumer market builds upon existing user base growth. Data shows that since October 2025, the number of paid subscribers for Claude has more than doubled, while free users grew by 60% over the same period. Anthropic first launched the Claude chatbot in 2023. Previously, the company's primary business model centered on selling Claude AI models to application developers and serving enterprise users. However, in recent months, it has achieved successive breakthroughs in the consumer market, partly due to the success of two of its productivity tools in simplifying task handling.
During this disclosure, Krieger also revealed that to meet the growing demand for software, Anthropic announced on May 7 the signing of a computing power agreement with US company SpaceX. SpaceX will reserve the full computing capacity of the latter's AI supercomputer "Colossus 1" located in Memphis, Tennessee, bringing over 300 megawatts of new computing power online within the month, equivalent to more than 220,000 Nvidia GPUs. This computing capacity expansion directly drives a simultaneous upgrade in service experience—the five-hour rate limit for Claude Code has been doubled across Pro, Max, and Team versions, peak-hour throttling has been removed entirely, and the API rate limit for the Claude Opus model has been significantly increased. Anthropic also announced on the same day that it has reached multi-year, multi-gigawatt-scale next-generation TPU supply agreements with US companies Google and Broadcom, set to come online gradually starting in 2027. Its long-term computing power collaboration with Amazon Web Services has also been simultaneously expanded to 5 gigawatts.
From a strategic background perspective, Anthropic is at a critical turning point, transitioning from its "To B DNA" to full penetration of the "To C market." Leveraging its brand philosophy of prioritizing safety, the company has recently achieved consecutive breakthroughs in the consumer market, continuously putting pressure on OpenAI's ChatGPT. This all-out push in the consumer market, combined with deep computing power partnerships with giants like SpaceX, Google, and Amazon, signifies that Anthropic is accelerating its evolution from an AI technology company to an AI platform-level enterprise through a dual-track strategy of "enterprise-grade model capabilities + consumer-grade product experience."
This article is compiled by Wedoany. All AI citations must indicate the source as "Wedoany". If there is any infringement or other issues, please notify us promptly, and we will modify or delete it accordingly. Email: news@wedoany.com
