Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands		3 Months Ended
		Mar. 31, 2026	Mar. 31, 2025
Revenue:
Total revenue	[1]	$ 751,054	$ 326,021
Cost of revenue:
Total cost of revenue		525,510	237,314
Gross profit		225,544	88,707
Operating expenses:
Research and development		56,849	40,612
Sales and marketing		38,439	22,265
General and administrative	[2]	58,066	44,900
Total operating expenses		153,354	107,777
Income (loss) from operations		72,190	(19,070)
Interest income		20,601	8,553
Interest expense	[3]	(8,604)	(14,411)
Equity in loss of unconsolidated affiliates	[4]	(17,002)	0
Other income, net		6,197	2,048
Gain (loss) on revaluation of embedded derivatives		754	(103)
Income (loss) before income taxes		74,136	(22,983)
Income tax provision		445	431
Net income (loss)		73,691	(23,414)
Less: Net income attributable to noncontrolling interest		3,038	400
Net income (loss) attributable to common stockholders		$ 70,653	$ (23,814)
Net earnings (loss) per share available to common stockholders:
Basic (in dollars per share)		$ 0.25	$ (0.10)
Diluted (in dollars per share)		$ 0.23	$ (0.10)
Weighted average shares used to compute net earnings (loss) per share available to common stockholders:
Basic (in shares)		281,719	230,210
Diluted (in shares)		319,708	230,210
Product
Revenue:
Total revenue	[1]	$ 653,348	$ 211,869
Cost of revenue:
Total cost of revenue		429,232	139,573
Installation
Revenue:
Total revenue	[1]	25,931	33,651
Cost of revenue:
Total cost of revenue		35,080	33,315
Service
Revenue:
Total revenue	[1]	61,879	53,548
Cost of revenue:
Total cost of revenue		53,664	52,858
Electricity
Revenue:
Total revenue	[1]	9,896	26,953
Cost of revenue:
Total cost of revenue		$ 7,534	$ 11,568

[1] Including related party revenue of $373.3 million and $2.8 million for the three months ended March 31, 2026 and 2025, respectively.

[2] Including related party general and administrative expenses of $0.2 million for the three months ended March 31, 2025. There were no related party general and administrative expenses for the three months ended March 31, 2026.

[3] Including related party interest expense of $0.1 million for the three months ended March 31, 2025. There were no related party interest expense for the three months ended March 31, 2026.

[4] Represent related party equity in loss of the Fund JVs (see Note 7—Investments in Unconsolidated Affiliates in this Quarterly Report on Form 10-Q).