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SEGMENT REPORTING (Tables)
 6 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Schedule of Revenue By Geographic Area Based On Sales Location
The disaggregation of the Company’s revenue by geographic area based on the sales location where the sales originated was as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2025202420252024
North America(1)
$218,369 $155,090 $441,267 $269,846 
Middle East(2)
36,643 40,649 44,457 95,231 
Other international
4,420 4,842 8,756 8,244 
Total revenue
$259,432 $200,581 $494,480 $373,321 
(1) United States revenue was $212.7 million and $431.1 million for the three and six months ended June 30, 2025, respectively, and $153.0 million and $266.9 million for the same periods in the prior year, respectively.
(2) Kingdom of Saudi Arabia revenue was $35.9 million and $43.4 million for the three and six months ended June 30, 2025, respectively. Middle East represented revenue from Kingdom of Saudi Arabia for the three and six months ended June 30, 2024.
Schedule of Segment Revenue, Segment Profit or Loss, and Significant Segment Expenses
The following table included information about reported segment revenue, segment profit or loss, and significant segment expenses (in thousands):
Three Months Ended June 30,Six Months Ended June 30, 2025
2025202420252024
Revenue
$259,432 $200,581 $494,480 $373,321 
Less:
Cost of revenue - excluding LCNRV and provision for warranty
(332,144)(268,036)(631,756)(514,856)
Cost of revenue - LCNRV(184,679)(154,168)(336,315)(291,989)
Cost of revenue - provision for warranty
(14,960)(48,151)(27,272)(68,306)
Research and development expenses
(273,839)(287,170)(525,085)(571,797)
Selling, general, and administrative expenses
(256,857)(210,245)(469,032)(423,477)
Restructuring charges
— (20,228)— (20,228)
Change in fair value of common stock warrant liability
5,322 7,539 18,183 34,593 
Change in fair value of equity securities
3,948 (9,390)(9,505)(29,323)
Change in fair value of derivative liabilities associated with redeemable convertible preferred stock (related party)
111,475 103,000 393,175 103,000 
Gain on extinguishment of debt116,360 — 116,360 — 
Interest income
44,318 54,553 96,527 105,184 
Interest expense
(23,749)(6,673)(35,632)(14,174)
Other income (expense), net3,572 (5,067)6,537 (6,074)
Benefit from (provision for) income taxes
2,369 65 3,732 (123)
Segment net loss
(539,432)(643,390)(905,603)(1,324,249)
Consolidated net loss
$(539,432)$(643,390)$(905,603)$(1,324,249)
Schedule of Long-Lived Assets by Geographic Areas
The long-lived assets by geographic area were as follows (in thousands):
June 30,
2025		December 31,
2024
United States$3,410,362 $3,314,720 
Foreign393,707 159,778 
Total long-lived assets$3,804,069 $3,474,498