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AWS SOA-C02 Drill: EC2 Right-Sizing - Balancing Cost and Performance

Jeff Taakey
Author
Jeff Taakey
21+ Year Enterprise Architect | AWS SAA/SAP & Multi-Cloud Expert.

Jeff’s Note
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Unlike generic exam dumps, ADH analyzes this scenario through the lens of a Real-World Site Reliability Engineer (SRE).

For SOA-C02 candidates, the confusion often lies in how to interpret CPU and memory utilization metrics to right-size EC2 instances effectively. In production, this is about knowing exactly which instance family and sizing adjustments reduce cost yet maintain performance. Let’s drill down.

The Certification Drill (Simulated Question)
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Scenario
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FinEdge Analytics runs a critical stateful workload continuously on an xlarge General Purpose On-Demand EC2 instance. CloudWatch monitoring shows the application uses approximately 80% of available memory and only 40% of CPU resources consistently. The SRE team must reduce instance costs without compromising workload performance.

The Requirement:
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Identify the best EC2 instance type change that meets these performance patterns while lowering cost impact.

The Options:
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  • A) Switch to a large Compute Optimized On-Demand instance.
  • B) Switch to a large Memory Optimized On-Demand instance.
  • C) Switch to an xlarge General Purpose Spot instance.
  • D) Switch to two large General Purpose On-Demand instances.

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Correct Answer
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B) Switch to a large Memory Optimized On-Demand instance.

Quick Insight: The SOA-C02 Imperative
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  • Managing stateful instances means memory bottlenecks affect performance more critically than CPU under-utilization.
  • Compute Optimized instances reduce CPU cost but won’t help memory constraints.
  • Spot instances risk interruption which can impact availability for stateful workloads.
  • Splitting the workload into two smaller instances doubles operational overhead and might increase cost.

Content Locked: The Expert Analysis
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You’ve identified the answer. But do you know the implementation details that separate a Junior from a Senior?


The Expert’s Analysis
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Correct Answer
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Option B

The Winning Logic
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The workload is memory bound — utilizing 80% of memory but only 40% CPU. This indicates the current instance’s CPU is under-utilized while memory capacity is near saturation.

  • By switching to a large Memory Optimized instance, you match the high memory requirement while reducing CPU capacity and instance size from xlarge to large, cutting cost.
  • Memory Optimized instances offer more RAM per vCPU compared to General Purpose.
  • On-Demand ensures availability for your stateful workload without interruption.

The Trap (Distractor Analysis):
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  • Why not A (Compute Optimized)? This instance type offers more CPU but less memory relative to CPU, worsening the memory constraint.
  • Why not C (Spot)? Spot instances can be interrupted; unsuitable for stateful critical workloads requiring constant uptime.
  • Why not D (Two large General Purpose)? Running two instances increases complexity and could cost more; moreover, workload partitioning may be non-trivial if stateful.

The Technical Blueprint
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# Example CLI command to check instance types with memory and CPU specs
aws ec2 describe-instance-types --filters Name=instance-type,Values=m5.large,m5.xlarge --query 'InstanceTypes[*].[InstanceType,MemoryInfo.SizeInMiB,VCpuInfo.DefaultVCpus]' --output table

The Comparative Analysis
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Option Operational Overhead Cost Impact Memory to CPU Ratio Suitability for Stateful Workload
A Low Moderate Low memory per vCPU Poor (memory constrained)
B Low Reduced High memory per vCPU Excellent (fits memory needs)
C Low Lowest Same as general purpose Poor (spot termination risk)
D High Potentially high General purpose ratio Complex, higher ops risk

Real-World Application (Practitioner Insight)
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Exam Rule
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“For the exam, always pick an instance type that aligns with the dominant resource utilization number.”

Real World
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In practice, you might use Autoscaling with mixed instance types combined with Spot fleets for cost efficiency, but reliability is paramount for stateful applications so On-Demand memory-optimized is the safer bet.


(CTA) Stop Guessing, Start Mastering
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Disclaimer

This is a study note based on simulated scenarios for the SOA-C02 exam.

The DevPro Network: Mission and Founder

A 21-Year Tech Leadership Journey

Jeff Taakey has driven complex systems for over two decades, serving in pivotal roles as an Architect, Technical Director, and startup Co-founder/CTO.

He holds both an MBA degree and a Computer Science Master's degree from an English-speaking university in Hong Kong. His expertise is further backed by multiple international certifications including TOGAF, PMP, ITIL, and AWS SAA.

His experience spans diverse sectors and includes leading large, multidisciplinary teams (up to 86 people). He has also served as a Development Team Lead while cooperating with global teams spanning North America, Europe, and Asia-Pacific. He has spearheaded the design of an industry cloud platform. This work was often conducted within global Fortune 500 environments like IBM, Citi and Panasonic.

Following a recent Master’s degree from an English-speaking university in Hong Kong, he launched this platform to share advanced, practical technical knowledge with the global developer community.


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