v3.26.3
Related Party Transactions - Related Party Transactions and Balances (Details) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Dec. 31, 2025
Related Party Transaction [Line Items]      
Accounts receivable [1],[2] $ 634,743   $ 371,796
Contract assets, current [3] 792,833   178,928
Deferred cost of revenue, current [4] 95,743   30,651
Customer consideration asset, current [5] 90,967   0
Prepaid expenses and other current assets [1],[6] 178,244   49,805
Investments in unconsolidated affiliates [7] 28,236   10,037
Contract assets, non-current [8] 65,813   62,258
Customer consideration asset, non-current [5] 215,533   0
Other long-term assets [1],[9] 372,115   57,203
Accrued warranty [10] 70,267   20,013
Accrued expenses and other current liabilities [1],[11] 479,782   222,254
Deferred revenue and customer deposits, current [12] 278,985   100,975
Deferred profit in transactions with unconsolidated affiliates [13] 20,062   13,928
Unfunded investment commitment [14] 1,438 $ 720  
Fund JVs      
Related Party Transaction [Line Items]      
Investments in unconsolidated affiliates 28,200    
Deferred profit in transactions with unconsolidated affiliates 20,700   13,900
Related Party      
Related Party Transaction [Line Items]      
Accounts receivable 195,531   151,932
Contract assets, current 73,685   2,967
Deferred cost of revenue, current 20,494   0
Customer consideration asset, current 90,967   0
Prepaid expenses and other current assets 0   1,247
Investments in unconsolidated affiliates 28,236   10,037
Contract assets, non-current 51,749   48,763
Customer consideration asset, non-current 215,533   0
Other long-term assets 0   5,968
Accrued warranty 5,002   799
Accrued expenses and other current liabilities 2,069   39
Deferred revenue and customer deposits, current 8,096   6,879
Deferred profit in transactions with unconsolidated affiliates 20,062   $ 13,928
Related Party | Fund JVs      
Related Party Transaction [Line Items]      
Deferred profit in transactions with unconsolidated affiliates 600    
Unfunded investment commitment $ 1,400    
[1] We have a variable interest entity related to a joint venture in the Republic of Korea (see Note 11—Related Party Transactions in this Quarterly Report on Form 10-Q), which represents a portion of the consolidated balances recorded within these financial statement line items.
[2] Including amounts from related parties of $195.5 million and $151.9 million as of September 30, 2026, and December 31, 2025, respectively.
[3] Including amounts from related parties of $73.7 million and $3.0 million as of September 30, 2026, and December 31, 2025, respectively.
[4] Including amount from related parties of $20.5 million as of September 30, 2026. There was no related party balance as of December 31, 2025.
[5] Represent related party upfront share‑based consideration payable to a customer’s customer (see Note 3 — Revenue Recognition in this Quarterly Report on Form 10-Q).
[6] There was no related party balance as of September 30, 2026. Including amount from related parties of $1.2 million as of December 31, 2025.
[7] Represent related party investments in Fund JVs (see Note 7—Investments in Unconsolidated Affiliates in this Quarterly Report on Form 10-Q).
[8] Including amounts from related parties of $51.7 million and $48.8 million as of September 30, 2026, and December 31, 2025, respectively.
[9] There was no related party balance as of September 30, 2026. Including amount from related parties of $6.0 million as of December 31, 2025.
[10] Including amounts from related parties of $5.0 million and $0.8 million as of September 30, 2026, and December 31, 2025, respectively.
[11] Including amounts from related parties of $2.1 million and $0.04 million as of September 30, 2026, and December 31, 2025, respectively.
[12] Including amounts from related parties of $8.1 million and $6.9 million as of September 30, 2026, and December 31, 2025, respectively.
[13] Represent the excess of unrealized profit from sales to the Fund JVs over the carrying value of the related equity‑method investments (see Note 7—Investments in Unconsolidated Affiliates in this Quarterly Report on Form 10-Q).
[14] Represents related party unfunded investment commitment pertaining to unconsolidated affiliates (see Note 7—Investments in Unconsolidated Affiliates in this Quarterly Report on Form 10-Q)