It could rise if time was the constraint on people's consumption.
Hypothetically, let's say someone uses their cap towards purchasing and downloading movies in iTunes. They watch as much as they can download. They watch something immediately after downloading something, and don't have a download queue. They don't stream the movies.
If, in a week, their normal downloading and viewing habits before the speed increase let them download and watch 7 movies. With the speed increase that might allow them to squeeze in more movies to download and watch on the weekends, since it takes less time to download. Let's say this jumps to 9 movies a week.
That's 8 more movies in a typical month. If those are HD movies, the time constraint being softened has significantly added to the usage, around the magnitude of 50-ish GB, give or take.
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