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Condensed Consolidated Statements of Cash Flows (unaudited) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Cash flows from operating activities    
Net loss $ (257,283) $ (147,014)
Adjustments to reconcile net loss to net cash used in operating activities:    
Depreciation and amortization 13,539 6,510
Loss on sale of fixed assets 0 1,824
Stock-based compensation 5,191 1,296
Change in fair value of warrant liability 47,257 479
Loss on extinguishment of debt 30,400 0
Non-cash interest expense 4,595 5,790
Non-cash inventory write-off 0 247
Changes in operating assets and liabilities:    
Accounts receivable (4,123) (3,055)
Advanced payments 34,550 (17,205)
Other assets (996) 5,460
Accounts payable (5,300) 10,956
Accounts payable - related parties 704 (1,312)
Accrued expenses (5,035) (5,941)
Other liabilities (11,812) 19,334
Right-of-use assets 1,549 2,562
Lease liabilities (6,646) (3,616)
Deferred revenue 15,745 6,292
Net cash used in operating activities (137,665) (117,393)
Cash Flows from investing activities:    
Purchases of property and equipment (20,757) (30,041)
Net cash used in investing activities (20,757) (30,041)
Cash Flows from financing activities:    
Proceeds from issuance of common stock 943,736 0
Payments of offering costs associated with IPO (4,208) 0
Proceeds from issuance of Preferred Stock, net 235,506 22,186
Principal payments on finance leases (1,166) (595)
Proceeds from issuance of notes payable 0 48,990
Payment of IPO Closing Preferred Stock Dividend (4,990) 0
Proceeds from notes payable - related parties 0 25,000
Repayment of notes payable - related parties (21,117) 0
Payments on Notes Payable (131,457) (2,181)
Payments of debt issuance costs (2,083) (2,301)
Proceeds from repayment of employee note 396 206
Proceeds from exercise of stock options 2,238 407
Net cash provided by financing activities 1,016,855 91,712
Net increase (decrease) in cash and cash equivalents and restricted cash 858,433 (55,722)
Balance, beginning of period 137,558 95,146
Balance, end of period 995,991 39,424
Cash and cash equivalents 995,162 26,359
Restricted cash, current 829 1,087
Restricted cash, non-current 0 11,978
Total cash and cash equivalents and restricted cash at the end of the period 995,991 39,424
Supplemental disclosures of cash flow information    
Cash paid for interest 14,443 16,828
Non-cash investing and financing activities    
Property and equipment additions in accounts payable 1,905 170
Capitalized interest (paid-in-kind) 683 0
Issuance of debt in exchange of software licenses 664 0
Acqusition of software license assets and obligations 10,633 0
Right-of-use asset acquired in exchange for finance lease liabilities 1,625 470
Net exercise of Common Warrants into common stock 46,060 0
Unpaid deferred offering costs associated with IPO 7,195 0
Preferred Stock issuance costs not yet paid 3,510 0
Issuance of common stock to settle Preferred Stock Dividends 86,124 0
Conversion of Preferred Stock to common stock $ 937,087 $ 0