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Scalability

Understanding vertical and horizontal scaling strategies

Scalability

Scalability is the capability of a system to handle a growing amount of work by adding resources. A scalable system can maintain performance levels when facing increased demands.

Types of Scaling

Vertical Scaling (Scale Up)

Vertical scaling involves adding more power to an existing machine—more CPU, RAM, or storage.

Code
Before: 4 CPU cores, 8GB RAM
After:  16 CPU cores, 64GB RAM

Pros:

  • Simple to implement
  • No application code changes required
  • No data partitioning complexity

Cons:

  • Hardware limits (you can only add so much)
  • Single point of failure
  • Expensive high-end hardware
  • Downtime during upgrades

Horizontal Scaling (Scale Out)

Horizontal scaling involves adding more machines to your resource pool.

Code
Before: 1 server
After:  10 servers behind a load balancer

Pros:

  • Theoretically unlimited scaling
  • Better fault tolerance
  • Cost-effective (commodity hardware)
  • No downtime for scaling

Cons:

  • Application complexity (distributed systems)
  • Data consistency challenges
  • Network latency between nodes
  • Requires load balancing

Comparison Table

AspectVertical ScalingHorizontal Scaling
CostExpensiveCost-effective
ComplexityLowHigh
LimitHardware boundVirtually unlimited
DowntimeRequiredNot required
Failure ImpactHighLow

When to Use Each

Use Vertical Scaling When:

  • Your application is monolithic
  • You're in early stages with low traffic
  • Quick fixes are needed
  • Database that's hard to distribute

Use Horizontal Scaling When:

  • You expect significant growth
  • High availability is critical
  • You have a distributed architecture
  • Cost optimization is important

Scaling Patterns

Stateless Services

Design services to be stateless for easy horizontal scaling:

Code
// ❌ Bad: Stateful service
class UserService {
  private sessions = new Map(); // State stored in memory
  
  getUser(sessionId: string) {
    return this.sessions.get(sessionId);
  }
}
 
// ✅ Good: Stateless service
class UserService {
  constructor(private redis: RedisClient) {}
  
  async getUser(sessionId: string) {
    return this.redis.get(`session:${sessionId}`);
  }
}

Database Scaling

For databases, you typically combine both approaches:

  1. Read Replicas: Horizontal scaling for read operations
  2. Larger Instance: Vertical scaling for write-heavy primary
  3. Sharding: Horizontal scaling for write operations

Best Practices

  1. Start Simple: Begin with vertical scaling, move to horizontal when needed
  2. Design for Horizontal: Even if not needed now, architect for future scaling
  3. Monitor and Measure: Know your bottlenecks before scaling
  4. Automate Scaling: Use auto-scaling groups in cloud environments
  5. Test at Scale: Load test to validate scaling strategies