Research Loop Audit

Run ID: auto-continue-20260607T140730Z-repair-loop02

Status: task_complete

Original goal

# Goal

Build a sourceability map for a future "data-center forecast vs actual" dataset.
The final dataset should track, quarter by quarter, what public companies forecasted
about AI/data-center capacity and what they actually delivered. It should identify
source URLs, extractable metrics, update cadence, caveats, and the best MVP company set.

## Target Companies

ORCL, MSFT, AMZN, GOOGL, META, CoreWeave, DLR, EQIX, IRM, APLD, CORZ, IREN, WULF,
CIFR, HUT, NBIS/Nebius, NVDA, Vertiv, Eaton.

## Metrics Of Interest

- live capacity
- capacity added this quarter
- capacity under construction
- future capacity / pipeline
- secured power
- lease commitments
- cloud capacity commitments
- capex actuals
- capex guidance
- RPO / backlog
- revenue conversion
- pre-leased percentage
- expected commencement window

## Source Preference

Primary:
- SEC 10-Q / 10-K / 8-K
- investor presentations
- earnings press releases
- earnings call transcripts
- quarterly supplements
- company IR pages

Secondary discovery:
- Data Center Dynamics
- Data Center Frontier
- The Buildout
- SemiAnalysis
- Structure Research

Use secondary sources for discovery only unless they quote exact management statements.

Current task

(none)

Completed tasks

Task history

Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop01`. The previous task was: Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. Fix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task. Use the copied context for `auto-continue-20260607T140730Z-repair-loop01` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html Machine-gate blockers to fix: - Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1. - verification CSV needs at least 12 sampled rows, found 5 - verification CSV missing company column - verification CSV missing raw_value column - verification CSV missing normalized_value column - verification CSV missing verdict column - verification CSV missing confidence column - verification summary missing sampled_row_count - verification summary missing pass_count - verification summary missing fail_count Prior artifacts to inspect: - eqix_rows.csv - eqix_source_manifest.csv - eqix_validation_summary.json - eqix_verification_report.md - eqix_verification_samples.csv - extract_eqix_quarterly.py - validate_eqix_quarterly.py

Explicit seed task provided on the command line.

Status: passed

Review cycles: 1

Acceptance criteria

Expected artifacts

Artifacts

Agent calls & decisions

TimeIterRoleTaskVerdict DecisionsBlockersArtifacts
2026-06-07T14:32:36.561577+00:000systemstart
[
  "run started"
]
[]
2026-06-07T14:32:36.633345+00:001plannerRepair the failed prior child run `auto-continue-20260607T140730Z-repair-loop01`. The previous task was: Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. Fix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task. Use the copied context for `auto-continue-20260607T140730Z-repair-loop01` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html Machine-gate blockers to fix: - Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1. - verification CSV needs at least 12 sampled rows, found 5 - verification CSV missing company column - verification CSV missing raw_value column - verification CSV missing normalized_value column - verification CSV missing verdict column - verification CSV missing confidence column - verification summary missing sampled_row_count - verification summary missing pass_count - verification summary missing fail_count Prior artifacts to inspect: - eqix_rows.csv - eqix_source_manifest.csv - eqix_validation_summary.json - eqix_verification_report.md - eqix_verification_samples.csv - extract_eqix_quarterly.py - validate_eqix_quarterly.py
[
  "Explicit seed task provided on the command line."
]
[]
2026-06-07T14:40:00.841179+00:001workerRepair the failed prior child run `auto-continue-20260607T140730Z-repair-loop01`. The previous task was: Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. Fix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task. Use the copied context for `auto-continue-20260607T140730Z-repair-loop01` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html Machine-gate blockers to fix: - Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1. - verification CSV needs at least 12 sampled rows, found 5 - verification CSV missing company column - verification CSV missing raw_value column - verification CSV missing normalized_value column - verification CSV missing verdict column - verification CSV missing confidence column - verification summary missing sampled_row_count - verification summary missing pass_count - verification summary missing fail_count Prior artifacts to inspect: - eqix_rows.csv - eqix_source_manifest.csv - eqix_validation_summary.json - eqix_verification_report.md - eqix_verification_samples.csv - extract_eqix_quarterly.py - validate_eqix_quarterly.py
[
  "**Decisions**",
  "- Repaired the prior EQIX task in place for `auto-continue-20260607T140730Z-repair-loop02`.",
  "- Preserved the 8-quarter primary-source manifest and canonical 16-field schema.",
  "- Fixed the extractor `KeyError` by adding the missing `1Q26` pipeline caveat.",
  "- Added validator coverage for the verification CSV and validation summary blockers.",
  "- Added 12 machine-readable verification samples with required columns and summary counts.",
  "**Evidence**",
  "PRIMARY sources consulted and preserved in artifacts:"
]
[]
eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py
2026-06-07T14:40:18.911427+00:001reviewerRepair the failed prior child run `auto-continue-20260607T140730Z-repair-loop01`. The previous task was: Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. Fix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task. Use the copied context for `auto-continue-20260607T140730Z-repair-loop01` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html Machine-gate blockers to fix: - Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1. - verification CSV needs at least 12 sampled rows, found 5 - verification CSV missing company column - verification CSV missing raw_value column - verification CSV missing normalized_value column - verification CSV missing verdict column - verification CSV missing confidence column - verification summary missing sampled_row_count - verification summary missing pass_count - verification summary missing fail_count Prior artifacts to inspect: - eqix_rows.csv - eqix_source_manifest.csv - eqix_validation_summary.json - eqix_verification_report.md - eqix_verification_samples.csv - extract_eqix_quarterly.py - validate_eqix_quarterly.py PASS
[
  "review cycle 1"
]
[]
eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py
2026-06-07T14:40:19.058095+00:001machine_gateRepair the failed prior child run `auto-continue-20260607T140730Z-repair-loop01`. The previous task was: Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. Fix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task. Use the copied context for `auto-continue-20260607T140730Z-repair-loop01` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html Machine-gate blockers to fix: - Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1. - verification CSV needs at least 12 sampled rows, found 5 - verification CSV missing company column - verification CSV missing raw_value column - verification CSV missing normalized_value column - verification CSV missing verdict column - verification CSV missing confidence column - verification summary missing sampled_row_count - verification summary missing pass_count - verification summary missing fail_count Prior artifacts to inspect: - eqix_rows.csv - eqix_source_manifest.csv - eqix_validation_summary.json - eqix_verification_report.md - eqix_verification_samples.csv - extract_eqix_quarterly.py - validate_eqix_quarterly.py PASS
[
  "expected artifact validators and production gates passed"
]
[]
eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py

Generated 2026-06-07T14:40:19.115557+00:00