> Does it take into account the entire lifecycle, building the data centre

My entire point is that 99% of the dollar cost of running these models goes to things other than the GPU power. The capex cost to building cost to GPU cost to storage/networking/chasses/wiring plus the other operation costs dwarf the electricity. Even the other electricity costs, lets say double it for all the supporting compute, plus another 25% for a 1.25 PUE, and you're at 2.5% of all-in cost of running these models is from electricity.

The non-electricity costs are massive and the constraints on fabs, etc. will drive the amount of the AI build far more than energy availability.

No those numbers are GPU only. See https://cleerdash.sustainableaigroup.com/ for a fuller model