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FAIR VALUE MEASUREMENTS - Schedule of Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Assets:    
Marketable securities $ 1,235,213 $ 1,539,890
Certificates of deposit    
Assets:    
Marketable securities 24,187 125,092
Commercial paper    
Assets:    
Marketable securities 40,184 30,713
Corporate notes and bonds    
Assets:    
Marketable securities 400,595 449,570
U.S. Treasuries    
Assets:    
Marketable securities 39,996 111,612
U.S. Government agency securities    
Assets:    
Marketable securities 585,769 631,493
Recurring | Level 1    
Assets:    
Investments in debt securities 0 0
Investment in tax equity fund 0 0
Total assets measured at fair value 144,482 286,410
Warranty obligations:    
Current 0 0
Non-current 0 0
Total warranty obligations measured at fair value 0 0
Total liabilities measured at fair value 0 0
Recurring | Level 1 | Certificates of deposit    
Assets:    
Marketable securities 0 0
Recurring | Level 1 | Commercial paper    
Assets:    
Marketable securities 0 0
Recurring | Level 1 | Corporate notes and bonds    
Assets:    
Marketable securities 0 0
Recurring | Level 1 | U.S. Treasuries    
Assets:    
Marketable securities 0 0
Recurring | Level 1 | U.S. Government agency securities    
Assets:    
Marketable securities 0 0
Recurring | Level 1 | Money market funds    
Assets:    
Cash, cash equivalents and restricted cash 144,482 191,410
Recurring | Level 1 | Certificates of deposit    
Assets:    
Cash, cash equivalents and restricted cash 0 95,000
Recurring | Level 1 | Commercial paper    
Assets:    
Cash, cash equivalents and restricted cash 0 0
Recurring | Level 2    
Assets:    
Investments in debt securities 6,300 0
Investment in tax equity fund 0 0
Total assets measured at fair value 1,097,031 1,253,480
Warranty obligations:    
Current 0 0
Non-current 0 0
Total warranty obligations measured at fair value 0 0
Total liabilities measured at fair value 0 0
Recurring | Level 2 | Certificates of deposit    
Assets:    
Marketable securities 24,187 30,092
Recurring | Level 2 | Commercial paper    
Assets:    
Marketable securities 25,497 30,713
Recurring | Level 2 | Corporate notes and bonds    
Assets:    
Marketable securities 400,595 449,570
Recurring | Level 2 | U.S. Treasuries    
Assets:    
Marketable securities 39,996 111,612
Recurring | Level 2 | U.S. Government agency securities    
Assets:    
Marketable securities 585,769 631,493
Recurring | Level 2 | Money market funds    
Assets:    
Cash, cash equivalents and restricted cash 0 0
Recurring | Level 2 | Certificates of deposit    
Assets:    
Cash, cash equivalents and restricted cash 0 0
Recurring | Level 2 | Commercial paper    
Assets:    
Cash, cash equivalents and restricted cash 14,687 0
Recurring | Level 3    
Assets:    
Investments in debt securities 52,519 64,834
Investment in tax equity fund 3,058 0
Total assets measured at fair value 55,577 64,834
Warranty obligations:    
Current 24,133 27,173
Non-current 162,946 143,743
Total warranty obligations measured at fair value 187,079 170,916
Total liabilities measured at fair value 187,079 170,916
Recurring | Level 3 | Certificates of deposit    
Assets:    
Marketable securities 0 0
Recurring | Level 3 | Commercial paper    
Assets:    
Marketable securities 0 0
Recurring | Level 3 | Corporate notes and bonds    
Assets:    
Marketable securities 0 0
Recurring | Level 3 | U.S. Treasuries    
Assets:    
Marketable securities 0 0
Recurring | Level 3 | U.S. Government agency securities    
Assets:    
Marketable securities 0 0
Recurring | Level 3 | Money market funds    
Assets:    
Cash, cash equivalents and restricted cash 0 0
Recurring | Level 3 | Certificates of deposit    
Assets:    
Cash, cash equivalents and restricted cash 0 0
Recurring | Level 3 | Commercial paper    
Assets:    
Cash, cash equivalents and restricted cash $ 0 $ 0