CONDENSED CONSOLIDATED BALANCE SHEETS (unaudited) - USD ($) $ in Millions	Sep. 30, 2025	Dec. 31, 2024
Assets
Cash and cash equivalents	$ 7,229	$ 5,879
Restricted cash	95	151
Accounts receivable, net	393	407
Inventories	2,487	2,099
Prepaids and other current assets	602	458
Total current assets	10,806	8,994
Property and equipment, net	3,506	2,813
Operating lease right-of-use assets	2,717	2,016
Intangible assets, net	201	271
Deferred tax assets	655	622
Long-term lease deposits and other	783	628
Total assets	18,668	15,344
Liabilities, redeemable noncontrolling interests, and equity
Accounts payable	6,795	5,554
Accrued expenses	467	461
Deferred revenue	210	141
Short-term borrowings	1,371	479
Current portion of long-term debt	0	66
Current portion of long-term operating lease obligations	519	422
Other current liabilities	831	593
Total current liabilities	10,193	7,716
Long-term debt	618	988
Long-term operating lease obligations	2,441	1,770
Defined severance benefits and other	675	693
Total liabilities	13,927	11,167
Commitments and contingencies (Note 10)
Redeemable noncontrolling interests (Note 11)	0	75
Equity
Class A — shares authorized 10,000, outstanding 1,665 and 1,643 Class B — shares authorized 250, outstanding 158 and 158	0	0
Additional paid-in capital	9,063	8,736
Accumulated other comprehensive loss	(327)	(404)
Accumulated deficit	(3,995)	(4,229)
Noncontrolling interests	0	(1)
Total equity	4,741	4,102
Total liabilities, redeemable noncontrolling interests, and equity	$ 18,668	$ 15,344