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Related Party Transactions - Assets and Liabilities (Details) - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents [1] $ 2,486,702 $ 2,454,108
Accounts receivable [1],[2] 634,743 371,796
Inventories [1] 927,670 643,306
Prepaid expenses and other current assets [1],[3] 178,244 49,805
Total current assets 5,207,754 3,730,567
Operating lease right-of-use assets [1] 99,947 108,541
Other long-term assets [1],[4] 372,115 57,203
Total assets 6,571,583 4,396,711
Current liabilities:    
Accounts payable [1] 493,033 203,129
Accrued expenses and other current liabilities [1],[5] 479,782 222,254
Operating lease liabilities [1] 24,022 22,000
Non-recourse debt [1] 2,950 4,153
Total current liabilities 1,391,822 623,832
Operating lease liabilities [1] 96,509 106,935
Total liabilities 4,608,473 3,603,748
Korean JV    
Current assets:    
Cash and cash equivalents 18,662 25,820
Accounts receivable 0 576
Inventories 23,944 33,075
Prepaid expenses and other current assets 11,668 5,688
Total current assets 54,274 65,159
Property and equipment, net 1,238 1,454
Operating lease right-of-use assets 634 1,134
Other long-term assets 360 210
Total assets 56,506 67,957
Current liabilities:    
Accounts payable 7,828 16,342
Accrued expenses and other current liabilities 33,021 19,179
Operating lease liabilities 605 516
Non-recourse debt 2,950 4,153
Total current liabilities 44,404 40,190
Operating lease liabilities 54 484
Total liabilities $ 44,458 $ 40,674
[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] 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.
[4] 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.
[5] Including amounts from related parties of $2.1 million and $0.04 million as of September 30, 2026, and December 31, 2025, respectively.