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Condensed Consolidated Statements of Cash Flows (Unaudited) - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Operating activities:    
Net loss $ (863,187) $ (222,240)
Adjustments to reconcile net loss to net cash used in operating activities:    
Change in fair value of warrant liabilities 339,603 (3,441)
Change in fair value of related-party convertible note 332,589 41,413
Non-cash interest expense related to revenue interest liability 19,598 23,285
Stock-based compensation expense 16,687 19,185
Depreciation and amortization 8,787 7,709
Write-off of convertible note receivable 7,442 0
Accretion of discounts on marketable debt securities, available-for-sale (3,798) (63)
Realized gain on instrument-specific credit risk (1,425) 0
Change in fair value of derivative liabilities (416) (7,509)
Non-cash interest items, net (62) (124)
Transaction costs allocated to warrant liabilities 0 104
Other (218) 453
Changes in operating assets and liabilities:    
Accounts receivable (10,901) (19,766)
Inventories (3,971) 1,632
Other assets (716) 1,143
Accounts payable 3,654 223
Accrued expenses and other liabilities 11,700 (4,210)
Due to and due from related parties, net 1,165 44
Net cash used in operating activities (141,853) (165,651)
Investing activities:    
Purchases of marketable debt securities, available-for-sale (303,309) (15,161)
Proceeds from maturities of marketable debt securities, available-for-sale 119,682 5,350
Proceeds from sales of marketable debt securities, available-for-sale 59,834 0
Cash paid for other equity securities (10,000) 0
Purchases of property, plant and equipment (5,292) (2,202)
Software development costs (34) 0
Net cash used in investing activities (139,119) (12,013)
Financing activities:    
Proceeds from the RIPA, net of issuance costs 74,946 0
Proceeds from exercises of warrants 53,542 0
Net share settlement for RSUs vesting (7,313) (1,524)
Principal payments on premium financing (1,754) 0
Proceeds from borrowings 61 0
Principal payments of finance leases (25) (4)
Net cash provided by financing activities 268,369 171,828
Effect of exchange rate changes on cash and cash equivalents, and restricted cash 119 66
Net change in cash and cash equivalents, and restricted cash (12,484) (5,770)
Cash and cash equivalents, and restricted cash, beginning of period 89,431 143,912
Cash and cash equivalents, and restricted cash, end of period 76,947 138,142
Reconciliation of cash and cash equivalents, and restricted cash, end of period:    
Cash and cash equivalents 75,670 137,658
Restricted cash (included in Other Assets) 1,277 484
Cash and cash equivalents, and restricted cash, end of period 76,947 138,142
Supplemental disclosure of cash flow information:    
Interest 40,078 34,458
Income taxes 5 0
Non-cash investing and financing activities:    
Conversion of related-party convertible note into equity 35,332 0
Issuance of common stock upon vesting of RSUs 17,265 3,884
Right-of-use assets obtained in exchange for operating lease liabilities 1,721 4,526
Property and equipment purchases included in accounts payable, accrued expenses and due to related parties 2,382 1,304
Unrealized losses on marketable debt securities, net (336) (15)
Unpaid offering costs included in accounts payable and accrued expenses 125 118
Initial measurement of warrants issued in connection with equity offerings accounted for as liabilities 0 61,823
Right-of-use assets obtained in exchange for finance lease liabilities 0 307
Private Placement and At the Market Offerings    
Financing activities:    
Proceeds from equity offerings, net of issuance costs 147,275 173,136
Options, Excluding Stock Purchase and Option Agreement    
Financing activities:    
Proceeds from exercises of stock options 1,637 220
Non-related Party    
Adjustments to reconcile net loss to net cash used in operating activities:    
Non-cash lease expense related to operating lease right-of-use assets 1,954 1,830
Changes in operating assets and liabilities:    
Prepaid expenses and other current assets 2,727 (3,825)
Operating lease liabilities (2,076) (1,908)
Related-Party    
Adjustments to reconcile net loss to net cash used in operating activities:    
Change in fair value of related-party convertible note 332,589 41,413
Non-cash lease expense related to operating lease right-of-use assets 1,506 1,336
Changes in operating assets and liabilities:    
Prepaid expenses and other current assets (579) 746
Operating lease liabilities $ (1,916) $ (1,668)