The End Of The Internet?....Or The Start Of Something Bigger

Another disruption coming, who wins, who loses.

The New York Times has a story called Video Hogs Causing Internet Traffic Jam

Last year, by one estimate, the video site YouTube, owned by Google, consumed as much bandwidth as the entire Internet did in 2000

a research firm projected that user demand for the Internet could outpace network capacity by 2011.

Nemertes Research, which predicted the bandwidth squeeze by 2011

Experts say, say, high-speed networks are increasingly the economic and scientific petri dishes of innovation, spawning new businesses, markets and jobs. If American investment lags behind, they warn, the nation risks losing competitiveness to countries that are making the move to higher-speed Internet access a priority.

And upgrades needed in data centers are going to be a lot more expensive than in the past, now that all the excess capacity left over after the dot-com bubble burst has been gobbled up

Hewlett Packard's $1.6B buy of Opsware, should give us some clues on what to look for.

Some more ponderings on bandwidth.