The Internet Singularity, Delayed: Why Limits in Internet Capacity Will Stifle Innovation on the Web – “In this research study, Nemertes performed an independent in-depth analysis of Internet and IP infrastructure (which we call capacity) and current and projected traffic (which we call demand) with the goal of understanding how each has changed over time, and determining if there will ever be a point at which demand exceeds capacity….findings indicate that although core fiber and switching/routing resources will scale nicely to support virtually any conceivable user demand, Internet access infrastructure, specifically in North America, will likely cease to be adequate for supporting demand within the next three to five years. We estimate the financial investment required by access providers to bridge the gap between demand and capacity ranges from $42 billion to $55 billion, or roughly 60%-70% more than service providers currently plan to invest. It’s important to stress that failing to make that investment will not cause the Internet to collapse. Instead, the primary impact of the lack of investment will be to throttle innovation” both the technical innovation that leads to increasingly newer and better applications, and the business innovation that relies on those technical innovations and applications to generate value. The next Google, YouTube, or Amazon might not arise, not because of a lack of demand, but due to an inability to fulfill that demand.”