Key FactsMicrosoft has discussed making a $10 billion investment into OpenAI, Semafor reported late Monday, citing people with knowledge of the discussions.Bloomberg matched Semafor’s reporting late Monday, though in less certain terms, with sources telling Bloomberg that Microsoft has talked about investing as much as $10 billion into OpenAI at a roughly $29 billion valuation.Key BackgroundOpenAI launched ChatGPT to the public free of charge on November 30, with the program quickly surging in popularity as many users marveled at how well the bot modeled human speech.The companies have been in talks for months about Microsoft significantly upping its equity stake in OpenAI, according to Bloomberg.“Any perceived risk to Google's strong share in search, or any search business model transition, could be an overhang for the stock,” wrote Post and Zhao, but added they do not believe ChatGPT poses an “imminent threat” to Google given the chatbot’s limitations."