Inside Amazon's Cloud: Just How Many Customer Projects?
There's been a lot of discussion the past couple of days about an analysis by Guy Rosen, in which he estimates that Amazon Web Services (AWS) is provisioning 50K EC2 server instances per day. He created this estimate by examining EC2 resource IDs (if you read his post, you'll see how he broke down resource IDs to understand their meaning) and doing a time-series analysis on how much the IDs are incremented per hour. From this analysis, Rosen concluded that AWS is provisioning around 50,000 EC2 instances per day.
A 50K/day run rate would imply a yearly total of over 18 million provisioned instances. Rosen admits that his understanding of the resource ID might be incorrect, thereby creating flaws in his analysis; however, even if he's off by an order of magnitude, that would imply a yearly run rate of 1.8 million provisioned instances. I'm not aware of Amazon announcing its total EC2 statistics, but it has announced S3 stats (S3 is Amazon's storage services.)
In February of this year, Amazon announced S3 contained 40 billion objects. By August, the number was 64 billion objects. This indicates a growth of 4 billion S3 objects per month, giving a daily growth total of about 133 million new S3 objects per day.
Given the growth in S3, 50K EC2 instances being provisioned each day doesn't seem far-fetched at all, making the yearly estimate of 18 million provisioned server instances plausible.
By way of comparison, total server shipments for Q209 were around 1.4 million, according to IDC. Of course comparing server shipments to EC2 provisioned instances is not direct. For one thing, each of the servers shipped in Q2 were very likely going to be virtualized, implying a much larger number of virtual machines being installed, which would be a more appropriate comparison to EC2 instances.
If each server hosts five virtual machines, that would imply a total quarterly VM instance count of 7 million, with a yearly total of 28 million (the number will probably be higher, perhaps significantly so, since the 1.4 million physical servers comes at a time of historic low sales; the yearly total could be significantly higher than 5.6 million, which would therefore raise the total number of virtual machines being hosted as well).
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