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AWS # Horizontal vs Vertical Scaling

 Horizontal vs Vertical Scaling, with examples and diagrams. Perfect for senior-level answers.


Horizontal vs Vertical Scaling (Simple Explanation)

1️⃣ Vertical Scaling (Scale UP)

You increase the power of an existing machine.

✔ Means:

  • Increase CPU

  • Increase RAM

  • Increase Disk

  • Upgrade to bigger EC2 instance (ex: t2.medium → t2.large)

✔ When to use:

  • App is not distributed

  • Database scaling (RDS, MySQL, PostgreSQL)

  • When horizontal scaling is complex

✔ Pros:

  • Simple to do

  • No code change

  • Lower operational overhead

❌ Cons:

  • You hit a hardware limit eventually

  • Downtime during upgrade

  • Single point of failure


2️⃣ Horizontal Scaling (Scale OUT)

You add more machines and distribute traffic.

✔ Means:

  • Add more EC2 instances

  • Add more containers (ECS/K8s Pods)

  • Add more servers behind a Load Balancer

✔ When to use:

  • Web apps

  • Microservices

  • High traffic systems

  • Need high availability

✔ Pros:

  • No hardware limit

  • Better fault tolerance

  • Supports millions of users

  • Zero downtime

❌ Cons:

  • More complex

  • Requires stateless design

  • Needs load balancer

  • Needs distributed caching/session handling


📌 Simple Example

Vertical Scaling:

Upgrade 1 server from 2 GB RAM → 16 GB RAM.

Horizontal Scaling:

Add 10 servers each with 2 GB RAM.


🏗 Text Diagram (Easy for interviews)**

Vertical Scaling (UP)

   ┌─────────┐
   │ 2 CPU   │   → Upgrade to →   ┌─────────┐
   │ 4 GB RAM│                     │ 8 CPU   │
   └─────────┘                     │ 32 GB   │
                                   └─────────┘

Horizontal Scaling (OUT)

        ┌─────────┐
        │ Server1 │
        └─────────┘
     +  ┌─────────┐
        │ Server2 │
        └─────────┘
     +  ┌─────────┐
        │ Server3 │
        └─────────┘

(All servers behind a Load Balancer)


🔥 One-Line Senior Answer

“Vertical scaling means upgrading the capacity of a single machine, while horizontal scaling means adding more machines and load balancing traffic across them.

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