Research Loop Audit

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.

Completed tasks

Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json — verdict: PASS
Explicit seed task provided on the command line.

Task history

Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json

Explicit seed task provided on the command line.

Status: passed

Review cycles: 1

Acceptance criteria

Addresses every listed machine-gate blocker or explains an exact unavailable item in a machine-readable row.
Returns complete corrected versions of the expected artifact files, not a prose-only explanation.
Does not start a new research direction until the failed prior task passes.
Preserves source provenance, snippets, confidence, caveats, and validation summaries.
Addresses every listed machine-gate blocker or explains an exact unavailable item in a machine-readable row.
Returns complete corrected versions of the expected artifact files, not a prose-only explanation.
Does not start a new research direction until the failed prior task passes.
Preserves source provenance, snippets, confidence, caveats, and validation summaries.
Create a current-run DLR source manifest with direct primary-source URLs, source type, period, expected table or section, and access caveats.
Produce DLR structured rows using the required schema fields: company, period, metric_name, raw_value, normalized_value, unit, value_qualifier, ownership_basis, forecast_or_actual, is_derived, source_url, source_location, source_snippet, snippet_support_status, confidence, and caveat.
Implement or repair repeatable DLR extraction code that reads primary-source artifacts or cached source text and emits the canonical rows without relying on prose-only summaries.
Add validation checks for required fields, minimum row count, source URL presence, unit normalization, ownership basis, forecast_or_actual classification, derived flag handling, and snippet provenance.
Generate an independent verification report sampling extracted DLR rows and confirming whether each row matches its cited primary-source snippet.

Expected artifacts

source_manifest.csv
extracted_rows.csv
extracted_rows.json
extract_dlr.py
validate_dlr.py
validation_report.json
verification_report.md

Agent calls & decisions

Time	Iter	Role	Task	Verdict	Decisions	Blockers	Artifacts
2026-06-07T15:02:00.456457+00:00	0	system	start		[ "run started" ]	[]
2026-06-07T15:02:00.600644+00:00	1	planner	Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json		[ "Explicit seed task provided on the command line." ]	[]
2026-06-07T15:08:20.784927+00:00	1	worker	Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json		[ "Decisions", "Repaired the prior DLR package in place rather than starting a new research direction. The blocker was `validate_dlr.py` exiting 1 because cached source text was expected at `sources/text/dlr_2026q1_supp.txt`, while the copied artifact had `dlr_2026q1_supp.txt` at the artifact root. I made validation pass in both copied-context and expected-artifacts-only layouts, while preserving HTTPS source URLs, snippets, provenance, caveats, and canonical DLR rows.", "Evidence", "PRIMARY:", "- Digital Realty 2026Q1 supplemental PDF static IR URL: https://investor.digitalrealty.com/static-files/953419cb-91ee-4485-8017-26ee0b29bb2a", "- Digital Realty 2026Q1 earnings release: https://investor.digitalrealty.com/news-releases/news-release-details/digital-realty-reports-first-quarter-2026-results", "- Digital Realty 2025Q4 supplemental PDF static IR URL: https://investor.digitalrealty.com/static-files/4bac803d-f2a7-400a-b4db-1e8804a60414", "- Digital Realty FY2025 10-K: https://www.sec.gov/Archives/edgar/data/1297996/000110465926015365/dlr-20251231x10k.htm" ]	[]	dlr_2026q1_supp.txt, extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_cache_manifest.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T15:08:34.919207+00:00	1	reviewer	Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json	PASS	[ "review cycle 1" ]	[]	dlr_2026q1_supp.txt, extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_cache_manifest.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T15:08:35.023283+00:00	1	machine_gate	Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop04`. The previous task was: Repair the failed prior child run `auto-continue-20260607T140730Z-repair-loop03`. The previous task was: Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against 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-loop03` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop03/index.html Machine-gate blockers to fix: - every verification row needs an https source_url Prior artifacts to inspect: - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json 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-loop04` and update the same expected artifact names. Prior child public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop04/index.html Machine-gate blockers to fix: - Validator artifacts/validate_dlr.py exited 1: Prior artifacts to inspect: - dlr_2026q1_supp.txt - extract_dlr.py - extracted_rows.csv - extracted_rows.json - source_cache_manifest.json - source_manifest.csv - validate_dlr.py - validation_report.json - verification_report.md - verification_sample_checks.csv - verification_summary.json	PASS	[ "expected artifact validators and production gates passed" ]	[]	dlr_2026q1_supp.txt, extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_cache_manifest.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json

Time

Iter

Role

Task

Verdict

Decisions

Blockers

Artifacts

2026-06-07T15:02:00.456457+00:00

system

start

[
  "run started"
]

[]

2026-06-07T15:02:00.600644+00:00

planner

[
  "Explicit seed task provided on the command line."
]

[]

2026-06-07T15:08:20.784927+00:00

worker

[
  "**Decisions**",
  "Repaired the prior DLR package in place rather than starting a new research direction. The blocker was `validate_dlr.py` exiting 1 because cached source text was expected at `sources/text/dlr_2026q1_supp.txt`, while the copied artifact had `dlr_2026q1_supp.txt` at the artifact root. I made validation pass in both copied-context and expected-artifacts-only layouts, while preserving HTTPS source URLs, snippets, provenance, caveats, and canonical DLR rows.",
  "**Evidence**",
  "PRIMARY:",
  "- Digital Realty 2026Q1 supplemental PDF static IR URL: https://investor.digitalrealty.com/static-files/953419cb-91ee-4485-8017-26ee0b29bb2a",
  "- Digital Realty 2026Q1 earnings release: https://investor.digitalrealty.com/news-releases/news-release-details/digital-realty-reports-first-quarter-2026-results",
  "- Digital Realty 2025Q4 supplemental PDF static IR URL: https://investor.digitalrealty.com/static-files/4bac803d-f2a7-400a-b4db-1e8804a60414",
  "- Digital Realty FY2025 10-K: https://www.sec.gov/Archives/edgar/data/1297996/000110465926015365/dlr-20251231x10k.htm"
]

[]

dlr_2026q1_supp.txt, extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_cache_manifest.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json

2026-06-07T15:08:34.919207+00:00

reviewer

PASS

[
  "review cycle 1"
]

[]

2026-06-07T15:08:35.023283+00:00

machine_gate