Broadcom guided Q4 AI revenue to $21.7 billion on September 2 and has not signaled any revision through November 14, with 26 days until the December 10 earnings report. The company explicitly stated it does not intend to update AI guidance quarterly, and strong momentum across six XPU customers accelerating adoption supports maintaining current projections. A downward revision would require unexpected deterioration in demand or execution over a compressed timeframe with no current warning signs.