Condensed Consolidated Balance Sheets (Parenthetical) - USD ($) $ in Thousands		Mar. 31, 2026	Dec. 31, 2025
Allowance for doubtful accounts		$ 460	$ 460
Accounts receivable, current	[1],[2]	359,406	371,796
Contract assets, current	[3]	242,595	178,928
Prepaid expenses and other current assets	[1],[4]	103,960	49,805
Contract assets, non-current	[5]	63,281	62,258
Other long-term assets	[1],[6]	83,299	57,203
Accrued warranty, current	[7]	38,365	20,013
Operating lease liabilities, current	[1],[8]	223,653	222,254
Deferred revenue and customer deposits, current	[9]	194,094	100,975
Related Party
Accounts receivable, current		592	151,932
Contract assets, current		74,063	2,967
Prepaid expenses and other current assets		1,523	1,247
Contract assets, non-current		48,015	48,763
Other long-term assets		6,680	5,968
Accrued warranty, current		4,143	799
Operating lease liabilities, current		1,710	39
Deferred revenue and customer deposits, current		$ 8,078	$ 6,879
Class A common stock
Common stock, par value (in dollars per share)		$ 0.0001	$ 0.0001
Common stock, authorized (in shares)		600,000,000	600,000,000
Common stock, issued (in shares)		284,207,963	280,045,459
Common stock, outstanding (in shares)		284,207,963	280,045,459
Class B common stock
Common stock, par value (in dollars per share)		$ 0.0001	$ 0.0001
Common stock, authorized (in shares)		470,092,742	470,092,742
Common stock, issued (in shares)		0	0
Common stock, outstanding (in shares)		0	0

[1] We have a variable interest entity related to a joint venture in the Republic of Korea (see Note 11—Related Party Transactions in this Quarterly Report on Form 10-Q), which represents a portion of the consolidated balances recorded within these financial statement line items.

[2] Including amounts from related parties of $0.6 million and $151.9 million as of March 31, 2026, and December 31, 2025, respectively.

[3] Including amounts from related parties of $74.1 million and $3.0 million as of March 31, 2026, and December 31, 2025, respectively.

[4] Including amounts from related parties of $1.5 million and $1.2 million as of March 31, 2026, and December 31, 2025, respectively.

[5] Including amounts from related parties of $48.0 million and $48.8 million as of March 31, 2026, and December 31, 2025, respectively.

[6] Including amounts from related parties of $6.7 million and $6.0 million as of March 31, 2026, and December 31, 2025, respectively.

[7] Including amounts from related parties of $4.1 million and $0.8 million as of March 31, 2026, and December 31, 2025, respectively.

[8] Including amounts from related parties of $1.7 million as of March 31, 2026. Related party balance as of December 31, 2025, was inconsequential.

[9] Including amounts from related parties of $8.1 million and $6.9 million as of March 31, 2026, and December 31, 2025, respectively.