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BALANCE SHEET COMPONENTS - Schedule of Balance Sheet Components (Details) - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Inventories:    
Raw materials and manufacturing supplies $ 89,752 $ 74,844
Work in process 12,796 693
Finished goods 100,717 64,097
Total inventories 203,265 139,634
Prepaid Expenses and Other Current Assets:    
Advance to vendors 28,488 346
Prepaid insurance 2,368 4,936
Prepaid value-added taxes 2,458 1,442
Income tax receivable 12,893 22,876
Other 6,045 4,449
Total prepaid expenses and other current assets 52,252 34,049
Property, Plant and Equipment:    
Total property, plant and equipment, gross 159,126 126,633
Less: accumulated depreciation (49,911) (41,495)
Total property, plant and equipment, net 109,215 85,138
Accrued Expenses and Other Current Liabilities:    
Accrued bonus 2,300 6,863
Accrued salaries 6,524 3,163
Accrued employee benefits 1,206 1,092
Accrued interest 24,822 8,558
Accrued purchases 7,160 4,298
Accrued taxes 1,581 9,369
Operating lease liabilities 6,796 3,663
Finance lease liabilities 747 753
Customer deposits 6,377 2,338
Other 9,549 7,115
Total accrued expenses and other current liabilities 67,062 47,212
Buildings    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 4,924 4,547
Leasehold improvements    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 7,407 4,666
Furniture and fixtures    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 1,850 608
Machinery and equipment    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 119,883 101,821
Vehicles    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 4,977 4,704
Construction in progress    
Property, Plant and Equipment:    
Total property, plant and equipment, gross $ 20,085 $ 10,287