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Related Party Transactions - Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents [1] $ 2,454,108 $ 802,851
Accounts receivable [1],[2] 371,796 335,841
Inventories [1] 643,306 544,656
Prepaid expenses and other current assets [1],[3] 49,805 46,203
Total current assets 3,730,567 2,044,127
Operating lease right-of-use assets [1],[4] 108,541 122,489
Other long-term assets [1],[5] 57,203 46,136
Total assets 4,396,711 2,657,354
Current liabilities:    
Accounts payable [1] 203,129 92,704
Accrued expenses and other current liabilities [1],[6] 222,254 138,450
Operating lease liabilities, current [1],[7] 22,000 19,642
Non-recourse debt [1] 4,153 0
Total current liabilities 623,832 636,758
Operating lease liabilities, noncurrent [1],[8] 106,935 124,523
Non-recourse debt [1],[9] 0 4,057
Total liabilities 3,603,748 2,072,138
Korean JV    
Current assets:    
Cash and cash equivalents 25,820 15,767
Accounts receivable 576 2,515
Inventories 33,075 15,020
Prepaid expenses and other current assets 5,688 3,361
Total current assets 65,159 36,663
Property and equipment, net 1,454 1,796
Operating lease right-of-use assets 1,134 1,663
Other long-term assets 210 40
Total assets 67,957 40,162
Current liabilities:    
Accounts payable 16,342 7,693
Accrued expenses and other current liabilities 19,179 2,154
Operating lease liabilities, current 516 442
Non-recourse debt 4,153 0
Total current liabilities 40,190 10,289
Operating lease liabilities, noncurrent 484 977
Non-recourse debt 0 4,057
Total liabilities $ 40,674 $ 15,323
[1] We have variable interest entity related to a joint venture in the Republic of Korea (see Note 12—Related Party Transactions in this Annual Report on Form 10-K), which represents a portion of the consolidated balances recorded within these financial statement line items.
[2] Including amounts from related parties of $151.9 million and $93.5 million as of December 31, 2025 and 2024, respectively.
[3] Including amount from related parties of $1.2 million and $1.2 million as of December 31, 2025 and 2024, respectively.
[4] Including amount from related parties of $1.4 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[5] Including amounts from related parties of $6.0 million and $8.8 million as of December 31, 2025 and 2024, respectively
[6] Including amounts from related parties of $0.04 million and $4.0 million as of December 31, 2025 and 2024, respectively.
[7] Including amounts from related parties of $0.4 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[8] Including amounts from related parties of $1.0 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[9] Including amounts from related parties of $4.1 million as of December 31, 2024. There was no related party balance as of December 31, 2025.