| Schedule of Segment Reporting Information, by Segment |
The following table presents the segment disclosures required under U.S. GAAP (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Services Segment | | Three Months Ended September 30, | | Nine Months Ended September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Revenue | $ | 55,089 | | | $ | 22,574 | | | $ | 117,974 | | | $ | 22,589 | | | Operating expenses: | | | | | | | | | People related costs, excluding stock based compensation expense | (123,394) | | | (94,793) | | | (353,339) | | | (270,938) | | | Gain (loss) from change in fair value of warrants, earnout shares, and contingent consideration | 49,765 | | | (229,148) | | | 152,432 | | | (284,424) | | | Stock-based compensation expense | (54,665) | | | (32,870) | | | (150,681) | | | (86,447) | | Other segment items (1) | (138,625) | | | (66,989) | | | (333,609) | | | (189,086) | | | Net loss | $ | (211,830) | | | $ | (401,226) | | | $ | (567,223) | | | $ | (808,306) | |
(1) Other segment items comprise primarily depreciation and amortization, materials used in research and development activities, government grants (presented as a reduction of research and development expenses), professional services, other overhead expenses, and interest and other income, net.
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| Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas |
Summary financial data attributable to various geographic regions for the periods indicated is as follows (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
September 30, | | Nine Months Ended
September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Revenue | | | | | | | | | United States | $ | 37,499 | | | $ | 17,991 | | | $ | 78,848 | | | $ | 18,006 | | | Europe | 16,744 | | | 3,169 | | | 34,845 | | | 3,169 | | | Other | 846 | | | 1,414 | | | 4,281 | | | 1,414 | | | $ | 55,089 | | | $ | 22,574 | | | $ | 117,974 | | | $ | 22,589 | |
| | | | | | | | | | | | | September 30,
2026 | | December 31,
2025 | | Long-lived assets | | | | | United States | $ | 250,195 | | | $ | 160,299 | | | Other | 20,898 | | | 18,109 | | | $ | 271,093 | | | $ | 178,408 | |
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