1. Apple + MP Materials
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MP Materials is the leading U.S. producer of rare earth materials, especially neodymium-praseodymium (NdPr) — crucial for the permanent magnets in speakers, haptic feedback motors, and some wireless charging systems used in iPhones, iPads, and Macs.
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Apple has publicly committed to using 100% recycled rare earths in some product lines, but they still rely on suppliers like MP Materials for certain components and to diversify away from Chinese rare earth supply dominance.
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In 2022, Apple began direct sourcing magnets from MP Materials’ Fort Worth, Texas facility as part of its U.S. manufacturing push.
2. ChatGPT + Apple
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No native ChatGPT app is pre-installed on Apple devices, but OpenAI has an official iOS app, and with iOS 18’s “Apple Intelligence” rollout, there’s speculation Apple could partner with external AI leaders like OpenAI for deeper integration.
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Apple’s approach has historically been privacy-focused, so any integration would likely be on-device for sensitive requests and cloud-based for complex ones — possibly with a “powered by” partner behind the scenes.
3. MP Materials + AI
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AI indirectly increases demand for MP Materials’ products. More AI means more servers, GPUs, and networking gear — all of which use rare earth magnets in fans, drives, and motors.
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If Apple pushes AI-powered devices (think AI Macs, AI iPhones) with more advanced audio and haptics, that could mean more rare earth magnets — boosting MP Materials demand.
4. The Big Picture
If you combine them:
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Apple makes the hardware.
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MP Materials provides critical rare earth elements for that hardware.
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ChatGPT (or another AI model) powers the intelligence running on the hardware.
That’s essentially a supply chain story that runs from mines → magnets → iPhones/Macs → AI-powered experiences.
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