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BALANCE SHEET COMPONENTS (Tables) | 9 Months Ended
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Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract] |
Schedule of Prepaid Expenses & Other Current Assets | Customer funding receivable and other current assets as of September 30, 2025 and December 31, 2024 consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024 |  |
Customer funding receivable | $ | 343,085 |  |  | $ | 7,442 |  |  |
Other | 23,150 |  |  | 35,647 |  |  |
Total customer funding receivable and other current assets | $ | 366,235 |  |  | $ | 43,089 |  |  |
Schedule of Accrued Expenses and Other Current Liabilities | Accrued expenses as of September 30, 2025 and December 31, 2024 consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024 |  |
Accrued customer funded construction | $ | 220,036 |  |  | $ | — |  |  |
Accrued capital expenditures | 67,142 |  |  | 12,106 |  |  |
Accrued bonus | 34,616 |  |  | 17,614 |  |  |
Other | 36,476 |  |  | 34,950 |  |  |
Total accrued expenses | $ | 358,270 |  |  | $ | 64,670 |  |  |
Schedule of Other Noncurrent Liabilities | Other noncurrent liabilities as of September 30, 2025 and December 31, 2024 consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024 |  |
Noncurrent deferred revenue | $ | 260,348 |  |  | $ | — |  |  |
Operating lease liabilities, net of current portion | 90,869 |  |  | 97,843 |  |  |
Other | 13,370 |  |  | 15,315 |  |  |
Total other noncurrent liabilities | $ | 364,587 |  |  | $ | 113,158 |  |  |

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