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> but with a widely spread GPON you're not getting much more out of that, while with AON entire neighbourhoods can be upgraded by replacing a single rack in the local POP

Except in a few places it has been exactly the other way round. AON networks in Austria for instance have been built a few years back, some random companies ended up owning that infrastructure and don't upgrade. On the other hand the incumbents have built fiber, have rolled out GPON and have in the meantime upgraded to XGS-PON whereas many on AON got stuck. It's slowly moving but very gradually.



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