BALANCE SHEET COMPONENTS (Tables)

9 Months Ended

Sep. 30, 2026

Disclosure Text Block Supplement [Abstract]

Summary of Balance Sheet Components

A summary of certain balance sheet components as of September 30, 2026 and December 31, 2025 were as follows:

	As of
	September 30, 2026		December 31, 2025
	(In thousands)
Inventories:
Raw materials	$	323,029	$	245,487
Work-in-process	991		14,665
Finished goods	124,804		43,393
Inventories	$	448,824	$	303,545
Other assets:
Long-term investments	$	145,037	$	67,517
ROU lease assets	221,483		175,964
Other long-term assets	393,140		337,891
Other assets	$	759,660	$	581,372
Other long-term liabilities:
Operating lease liabilities	$	179,275	$	136,289
Deferred income taxes	347,500		47,997
Other accrued liabilities	233,608		223,243
Other long-term liabilities	$	760,383	$	407,529