Most likely unaffected. You rightfully pointed that the state is paying for much of it. A significant part of the deployment is actually done directly by the state (via the equivalent of counties) which owns the infrastructure.
> Also note that the French deployment is being heavily subsidized by the government (to the tune of $24 billion). Except for a small amount during the post-2008 economic stimulus, broadband deployment in the U.S. is not subsidized. Whereas the French government is paying a direct subsidy to build fiber in rural areas, in the U.S. rural deployment is financed by a cross subsidy (taxing ISPs in urban areas to subsidize ISPs in rural ones).
I don't really see what this has to do with my initial point: mandatory leasing of ISP private infrastructure to their competitors successfully create competition.
It is not subsidies to ISP by the way. Most of this money goes to counties so they can build their own infrastructure which they then lease to ISP. It makes a lot of sense because while this infrastructure wouldn't be profitable if privately built they have a significant positive economic impact on the region where they are deployed.
[1] When you build an income-producing capital asset like copper wire in the ground, you can’t deduct the cost from your revenues immediately for tax purposes, like you can with say employee salaries. Instead, you gradually deduct the capital cost over the income-producing life of the asset. If the government allowes you to depreciate an asset faster than the value of the asset actually drops, that nets you some tax benefit due to the time value of money. On the other hand, if the accelerated depreciation reflects the fact that certain types of assets depreciate quicker, then it will result in the correct amount of taxes being paid. For example IT equipment in data centers can generally be written off immediately—unlike wires in the the ground it’s pretty much worthless after a few years.
And how quickly is France's number going to grow given that France's second largest ISP recently cancelled its plans to deploy fiber? https://www.reuters.com/article/altice-sfr-france/altice-aba....
Also note that the French deployment is being heavily subsidized by the government (to the tune of $24 billion). Except for a small amount during the post-2008 economic stimulus, broadband deployment in the U.S. is not subsidized. Whereas the French government is paying a direct subsidy to build fiber in rural areas, in the U.S. rural deployment is financed by a cross subsidy (taxing ISPs in urban areas to subsidize ISPs in rural ones).