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Related Party Transactions - Assets and Liabilities (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents [1] $ 2,491,433 $ 2,454,108
Accounts receivable [1],[2] 359,406 371,796
Inventories [1] 732,528 643,306
Prepaid expenses and other current assets [1],[3] 103,960 49,805
Total current assets 3,954,536 3,730,567
Operating lease right-of-use assets [1] 109,395 108,541
Other long-term assets [1],[4] 83,299 57,203
Total assets 4,664,729 4,396,711
Current liabilities:    
Contract assets, non-current [1] 241,649 203,129
Accrued expenses and other current liabilities [1],[5] 223,653 222,254
Operating lease liabilities [1] 21,933 22,000
Non-recourse debt [1] 3,959 4,153
Total current liabilities 786,804 623,832
Operating lease liabilities [1] 107,216 106,935
Total liabilities 3,716,721 3,603,748
Korean JV    
Current assets:    
Cash and cash equivalents 14,722 25,820
Accounts receivable 12,100 576
Inventories 14,103 33,075
Prepaid expenses and other current assets 7,444 5,688
Total current assets 48,369 65,159
Property and equipment, net 1,330 1,454
Operating lease right-of-use assets 992 1,134
Other long-term assets 196 210
Total assets 50,887 67,957
Current liabilities:    
Contract assets, non-current 9,704 16,342
Accrued expenses and other current liabilities 28,421 19,179
Operating lease liabilities 508 516
Non-recourse debt 3,959 4,153
Total current liabilities 42,592 40,190
Operating lease liabilities 328 484
Total liabilities $ 42,920 $ 40,674
[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 $1.5 million and $1.2 million as of March 31, 2026, and December 31, 2025, respectively.
[4] Including amounts from related parties of $6.7 million and $6.0 million as of March 31, 2026, and December 31, 2025, respectively.
[5] Including amounts from related parties of $1.7 million as of March 31, 2026. Related party balance as of December 31, 2025, was inconsequential.