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DEBT - Convertible Notes Narrative (Details)
$ / shares in Units, $ in Thousands
1 Months Ended 3 Months Ended 9 Months Ended
Aug. 31, 2025
USD ($)
day
$ / shares
Oct. 31, 2024
USD ($)
day
$ / shares
Sep. 30, 2025
USD ($)
Sep. 30, 2024
USD ($)
Sep. 30, 2025
USD ($)
Sep. 30, 2024
USD ($)
DEBT            
Proceeds from issuance of convertible promissory note         $ 975,329 $ 0
Change in fair value of warrant and derivative liabilities     $ (424,642) $ 0 (424,642) 0
Amortization of debt issuance costs, commitment fees and accretion of debt discount     6,700 200 7,900 10,900
Capitalized interest costs     1,500 0 1,500 0
Convertible Debt            
DEBT            
Interest expense     5,900   7,100  
Capitalized interest costs     800   800  
2030 Convertible Notes | Convertible Debt            
DEBT            
Interest rate   2.75%        
Loan amount   $ 500,000        
Proceeds from issuance of convertible promissory note   487,100        
Issuance costs   $ 12,900        
Effective interest rate of debt   3.29%        
Convertible, conversion ratio   0.1179245        
Conversion price (in dollars per share) | $ / shares   $ 8.48        
Debt instrument, redemption price, percentage   100.00%        
Strike price (in dollars per share) | $ / shares   $ 8.48        
Cap price (in dollars per share) | $ / shares   $ 12.80        
Cost of capped call   $ 60,000        
Holder percentage of principal   25.00%        
2030 Convertible Notes | Convertible Debt | Debt Conversion Terms One            
DEBT            
Convertible, threshold percentage of stock price trigger   130.00%        
Convertible, threshold trading days | day   20        
Convertible, threshold consecutive trading days | day   30        
2030 Convertible Notes | Convertible Debt | Debt Conversion Terms Two            
DEBT            
Convertible, threshold percentage of stock price trigger   98.00%        
Convertible, threshold trading days | day   5        
Convertible, threshold consecutive trading days | day   10        
Convertible Senior Notes Due 2030 Over Allotment Option | Convertible Debt            
DEBT            
Loan amount   $ 75,000        
2031 Convertible Notes | Convertible Debt            
DEBT            
Interest rate 1.00%          
Loan amount $ 1,000,000          
Proceeds from issuance of convertible promissory note 975,300          
Issuance costs $ 24,700          
Effective interest rate of debt 10.87%          
Convertible, conversion ratio 0.0804602          
Conversion price (in dollars per share) | $ / shares $ 12.43          
Debt instrument, redemption price, percentage 100.00%          
Strike price (in dollars per share) | $ / shares $ 12.43          
Cap price (in dollars per share) | $ / shares $ 18.76          
Cost of capped call $ 100,600          
Holder percentage of principal 25.00%          
Derivative liability $ 410,600          
Change in fair value of warrant and derivative liabilities     100,600   100,600  
Reclassified derivative liability to additional paid in capital     511,200   511,200  
Amortization of debt issuance costs, commitment fees and accretion of debt discount     4,500 $ 200 11,400 $ 5,900
Interest expense     3,900   10,800  
Capitalized interest costs     $ 600   $ 600  
2031 Convertible Notes | Convertible Debt | Debt Conversion Terms One            
DEBT            
Convertible, threshold percentage of stock price trigger 130.00%          
Convertible, threshold trading days | day 20          
Convertible, threshold consecutive trading days | day 30          
2031 Convertible Notes | Convertible Debt | Debt Conversion Terms Two            
DEBT            
Convertible, threshold percentage of stock price trigger 98.00%          
Convertible, threshold trading days | day 5          
Convertible, threshold consecutive trading days | day 10          
Convertible Senior Notes Due 2031 Over Allotment Option | Convertible Debt            
DEBT            
Loan amount $ 150,000