Apparently, according to a new study:

A flood of new video and other Web content could overwhelm the Internet by 2010 unless backbone providers invest up to US$137 billion in new capacity, more than double what service providers plan to invest, according to the study, by Nemertes Research Group, an independent analysis firm. In North America alone, backbone investments of $42 billion to $55 billion will be needed in the next three to five years to keep up with demand, Nemertes said.

This is definitely one worth watching.