Is There an Internet Traffic Jam Coming?
I started to reference the issue about the question whether the Internet bandwidth was going to become an issue in a post response last year. At the time I referenced a report issued by the Nemertes group that predicted that the capacity of the Internet would become an issue between 2010 and 2012. The post I did about Microhoo and Google competing to introduce new services and capabilities began to highlight this issue in my mind as well. Then last week I had a meeting with a key technology executive from a major North American service provider who indicated their bandwidth is growing 40% per year and they have begun the migration to 40 Gbps in their fiber backbone.
The combination of these three events led me to revisit this critical question; "will the inability of the network to deliver bandwidth become an issue?" If you read the Nemertes report entitled "The Internet Singularity, Delayed: Why Limits in Internet Capacity Will Stifle Innovation on the Web", it details a view that both the core of the network and the edge (especially the shared bandwidth at the edge) will not grow as fast as a projected demand growth. Essentially this model predicts that somewhere between 2010 and 2012 the available bandwidth will not keep up with bandwidth demand growth. If you refer back to the discussion of bandwidth in I did last year, this will coincide with the critical video transition in the network. If we map 40% growth from today forward and assume that the carriers are moving to 40 Gig backbones over the last 6 months due to capacity demands, hen sometime in 2011 the 40 Gig fiber solutions being installed today will be at the same load points as the current 10 Gig solutions were last year. This would mean that to meet the 2012 demand, 100 Gig fiber solutions are required (or additional fibers). Of course, this all caries out into the metro and access networks.
On the surface, it would appear that the natural growth of bandwidth, combined with the transition to video is raising a distinct possibility that sometime between 2010 and 2012 there will be an inflection that, unless driven by new technologies and capabilities, will begin to impact overall service levels. The critical question is whether this event will coincide with new apps and services that can only be realized if unencumbered by such a "slow-down". Would the take-up of YouTube be as dramatic if the performance was highly variable and often degraded significantly. Would the new user community wait if the variability for downloading a video was very high, occasionally taking minutes instead of seconds. It seems to me that this concept, combined with the explosive generation of services that a Microhoo versus Google competition may engender, has a high probability of creating a period of instability and reduced expectations. This is both a challenge and an opportunity, but will only be realized as an opportunity if we begin moving forward with technologies that increase bandwidth and simplify the network switching environments.
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