There are several tools for Infrastructure as Code. The most well-known are Terraform, CloudFormation, Pulumi, and CDK. In this subchapter, we compare them so you understand their differences and, above all, why this book chooses Terraform. It’s not about which one is “the best” in the abstract, but about which fits best for learning and for most cases.
The Four Tools
Terraform (by HashiCorp)
- What it is: the most popular IaC tool and the main focus of this book.
- Language: HCL (HashiCorp Configuration Language), a declarative language created specifically to describe infrastructure. It’s easy to read (we’ll see it in Chapter 10).
- Multi-cloud: works with AWS, Azure, GCP, and hundreds of other providers, all with the same language. This is its big advantage.
- Declarative: yes (as we saw in subchapter 9.2).
CloudFormation (by AWS)
- What it is: the native AWS IaC tool.
- Language: YAML or JSON files.
- AWS only: exclusive to AWS. Not for Azure or GCP.
- Advantage: fully integrated into AWS and supports new AWS services very quickly. You don’t need to install anything extra.
- Drawback: files can become long and verbose, and it locks you into AWS (vendor lock-in, remember Chapter 2).
Pulumi
- What it is: IaC using real programming languages (Python, TypeScript, Go, C#…).
- Idea: instead of learning a specific language, you use the language you already know, with normal loops, conditions, and functions.
- Multi-cloud: yes.
- For whom: attractive for developers who prefer “normal” code. In exchange, it can be more complex and requires programming knowledge.
CDK (Cloud Development Kit, by AWS)
- What it is: like Pulumi but from AWS: you define infrastructure with programming languages (TypeScript, Python, Java…) and, underneath, it generates CloudFormation.
- AWS only (mainly).
- For whom: developers in the AWS ecosystem who want to use code instead of YAML. There is also CDK for Terraform (CDKTF), which combines CDK with Terraform.
Comparison Table
| Terraform | CloudFormation | Pulumi | CDK | |
|---|---|---|---|---|
| Creator | HashiCorp | AWS | Pulumi | AWS |
| Language | HCL (proprietary, declarative) | YAML/JSON | Python, TS, Go… | TS, Python, Java… |
| Multi-cloud | Yes | No (AWS only) | Yes | Mainly AWS |
| Learning curve | Gentle | Medium | Medium-high (must know programming) | Medium-high |
| Popularity / community | The largest | High (in AWS) | Growing | Growing |
| Locks you into AWS | No | Yes | No | Yes |
Why This Book Chooses Terraform
We choose Terraform for very specific reasons, similar to why we chose AWS in Chapter 2:
- It’s the de facto market standard
Terraform is by far the most used and in-demand IaC tool in job offers. Learning it maximizes your professional opportunities.
- It’s multi-cloud (doesn’t lock you in)
With Terraform, what you learn works for AWS, Azure, GCP, and hundreds of other services, all with the same language. If you switch clouds tomorrow, you can reuse your knowledge. CloudFormation and CDK lock you into AWS.
- HCL is easy to read and learn
The HCL language was designed to be readable and clear, even for those who don’t program. It’s friendlier to start with than writing long YAML or using a full programming language.
- Huge community and ecosystem
There are thousands of examples, reusable modules (Chapter 18), and answers to any question. The Terraform community is gigantic.
- Fits perfectly with AWS
As we saw in Chapter 2, the AWS provider for Terraform is the most mature and complete. AWS + Terraform is one of the most in-demand combinations.
What About the Others? Don’t Rule Them Out
Choosing Terraform doesn’t mean the others are bad:
- CloudFormation is excellent if you work only with AWS and want total native integration.
- CDK / Pulumi are great for developers who prefer to use their favorite programming language.
The good thing is that, once you understand the concepts of IaC (declarative, state, idempotence…), switching from one tool to another is relatively easy. The concepts are universal, as we saw with clouds in Chapter 2.
A Note About Licenses (OpenTofu)
In 2023, HashiCorp changed Terraform’s license to a more restrictive one. In response, the community created OpenTofu, an open-source version compatible with Terraform (it’s a fork). For learning and for most uses, both are practically identical and what you learn here applies to both. It’s good to know that OpenTofu exists as a free alternative.
What You Should Remember
- The four main IaC tools are Terraform, CloudFormation, Pulumi, and CDK.
- CloudFormation and CDK are AWS-only; Terraform and Pulumi are multi-cloud.
- Pulumi and CDK use programming languages; Terraform uses HCL (declarative and easy to read); CloudFormation uses YAML/JSON.
- We choose Terraform because it’s the market standard, multi-cloud (doesn’t lock you in), with readable HCL, and a huge community.
- OpenTofu is a free and compatible alternative to Terraform, created after the 2023 license change.
In the last subchapter of this chapter, we’ll see the fundamental Terraform workflow: the plan → apply → destroy cycle.
Cloud, AWS & Terraform — From Zero to Expert
Chapter 1 · What is cloud computing
- 1.1 The traditional client-server model
- 1.2 Problems the cloud came to solve
- 1.3 On-premise vs cloud vs hybrid
- 1.4 The three service models: IaaS, PaaS, SaaS
- 1.5 The five pillars of cloud (according to NIST)
- 1.6 Real advantages: elasticity, pay-as-you-go, global availability
Chapter 2 · The cloud market and major providers
- 2.1 AWS, Azure and GCP: differences and market share
- 2.2 Why learn AWS first
- 2.3 Concepts that are universal among providers
Chapter 3 · Regions, availability zones and edge
- 3.1 What is an AWS region and how to choose it
- 3.2 Availability Zones: high availability by design
- 3.3 Edge locations and CloudFront
- 3.4 Latency, resilience and data sovereignty
Chapter 4 · Compute: EC2
- 4.1 Instances: types, families and when to choose each
- 4.2 AMIs, key pairs and Security Groups
- 4.3 Instance lifecycle
- 4.4 Elastic IPs and Placement Groups
- 4.5 Savings Plans vs Reserved vs On-Demand vs Spot
Chapter 5 · Storage: S3
- 5.1 Buckets, objects and keys
- 5.2 Storage classes (Standard, IA, Glacier…)
- 5.3 Versioning and object lifecycle
- 5.4 Bucket policies and ACLs
- 5.5 Static website hosting
Chapter 6 · Networking: VPC
- 6.1 What is a VPC and why you need it
- 6.2 Public and private subnets
- 6.3 Internet Gateway and NAT Gateway
- 6.4 Route Tables and Network ACLs
- 6.5 VPC Peering and endpoints
Chapter 7 · Identity and access: IAM
- 7.1 Users, groups, roles and policies
- 7.2 The principle of least privilege
- 7.3 Identity-based vs resource-based policies
- 7.4 MFA and temporary credentials (STS)
- 7.5 IAM security best practices
Chapter 8 · Managed databases
- 8.1 RDS: engines, Multi-AZ and read replicas
- 8.2 Aurora and its advantages over vanilla RDS
- 8.3 DynamoDB: key-value / document model
- 8.4 ElastiCache for in-memory cache
- 8.5 When to use each type of database
Chapter 9 · Why Infrastructure as Code
- 9.1 Problems with manual provisioning
- 9.2 Declarative vs imperative IaC
- 9.3 Terraform vs CloudFormation vs Pulumi vs CDK
- 9.4 The plan → apply → destroy cycle
Chapter 10 · HCL: the Terraform language
- 10.1 Resource, variable, output, locals blocks
- 10.2 Data types: string, number, bool, list, map, object
- 10.3 Expressions, references and built-in functions
- 10.4 Conditionals and loops (count, for_each, for)
Chapter 11 · Providers and state
- 11.1 How the AWS provider works
- 11.2 The terraform.tfstate file and its importance
- 11.3 Local state vs remote state (S3 + DynamoDB)
- 11.4 Essential commands: init, plan, apply, destroy, fmt, validate
Chapter 12 · Your first real infrastructure in Terraform
- 12.1 Create a VPC with subnets from scratch
- 12.2 Launch a public EC2 instance
- 12.3 Associate a Security Group and an Elastic IP
- 12.4 Outputs and references between resources
- 12.5 Team workflow: PR review of plans
Chapter 13 · Load balancing and auto scaling
- 13.1 Application Load Balancer vs Network Load Balancer
- 13.2 Target Groups, listeners and rules
- 13.3 Auto Scaling Groups: policies and metrics
- 13.4 Warm pools and lifecycle hooks
Chapter 14 · Serverless with Lambda
- 14.1 The Lambda execution model
- 14.2 Triggers: API Gateway, S3, DynamoDB Streams, SQS
- 14.3 Dependency management and layers
- 14.4 Cold starts and strategies to reduce them
- 14.5 Limits and anti-patterns
Chapter 15 · Messaging and events
- 15.1 SQS: standard vs FIFO queues, DLQ
- 15.2 SNS: topics, subscriptions, fan-out
- 15.3 EventBridge: event buses and rules
- 15.4 Patterns: pub/sub, decoupling, saga
Chapter 16 · Content delivery and DNS
- 16.1 Route 53: record types and routing policies
- 16.2 CloudFront: distributions, caches and origins
- 16.3 ACM: free SSL/TLS certificates
- 16.4 WAF integrated with CloudFront
Chapter 17 · Containers on AWS
- 17.1 Docker: quick review of key concepts
- 17.2 ECR: private image registry
- 17.3 ECS: task definitions, services, Fargate vs EC2
- 17.4 EKS: when Kubernetes and when not
Chapter 18 · Modules: reuse and composition
- 18.1 Anatomy of a Terraform module
- 18.2 Input variables, outputs and dependencies
- 18.3 Local modules vs Terraform Registry modules
- 18.4 Module versioning with Git tags
- 18.5 Design of generic vs domain-specific modules
Chapter 19 · Workspaces and environment management
- 19.1 Terraform workspaces: use cases and limitations
- 19.2 Directory strategy per environment (dev/stg/prod)
- 19.3 Terragrunt: DRY for environment configurations
- 19.4 Environment variables and .tfvars files
Chapter 20 · Remote backends and locking
- 20.1 Configure S3 + DynamoDB as backend
- 20.2 State locking: avoiding team corruption
- 20.3 State migration between backends
- 20.4 terraform import: bring existing resources into state
Chapter 21 · Infrastructure testing
- 21.1 Terraform validate and fmt in CI
- 21.2 Checkov and tfsec: static security analysis
- 21.3 Terratest: integration tests in Go
- 21.4 Contract testing between modules
Chapter 22 · Terraform in CI/CD
- 22.1 Basic pipeline: lint → plan → apply in GitHub Actions
- 22.2 Atlantis: GitOps for Terraform
- 22.3 Terraform Cloud / HCP Terraform
- 22.4 Drift detection and automatic reconciliation
Chapter 23 · Defense in depth
- 23.1 AWS Organizations and Service Control Policies
- 23.2 AWS Config: continuous compliance
- 23.3 GuardDuty: threat detection
- 23.4 Security Hub: centralized view
- 23.5 KMS: key management and rotation
- 23.6 Secrets Manager vs Parameter Store
Chapter 24 · Observability: logs, metrics and traces
- 24.1 CloudWatch Logs, metrics and alarms
- 24.2 CloudWatch Dashboards and Contributor Insights
- 24.3 X-Ray: distributed tracing
- 24.4 OpenTelemetry on AWS
- 24.5 Managed Grafana and Managed Prometheus
Chapter 25 · Cost optimization
- 25.1 AWS Cost Explorer and budgets with alerts
- 25.2 Trusted Advisor and Compute Optimizer
- 25.3 Rightsizing: how to detect overprovisioning
- 25.4 Savings Plans vs Reserved Instances: strategic decision
- 25.5 FinOps: culture and processes to control spending
Chapter 26 · High availability and disaster recovery
- 26.1 RTO and RPO: defining objectives
- 26.2 Strategies: backup/restore, pilot light, warm standby, multi-site
- 26.3 Route 53 health checks and automatic failover
- 26.4 AWS Backup: centralized backup policy
Chapter 27 · AWS Well-Architected Framework
- 27.1 The six pillars: operational excellence, security, reliability, performance efficiency, cost optimization, sustainability
- 27.2 Well-Architected Tool: formal reviews
- 27.3 How to apply the framework in design decisions
Chapter 28 · Serverless architectures at scale
- 28.1 Event-driven architecture with Lambda + EventBridge
- 28.2 Saga pattern for distributed transactions
- 28.3 Step Functions: orchestration of complex workflows
- 28.4 Lambda@Edge and CloudFront Functions
Chapter 29 · Data platforms on AWS
- 29.1 Data Lake with S3, Glue and Athena
- 29.2 Kinesis Data Streams and Firehose for streaming
- 29.3 Redshift: data warehousing at scale
- 29.4 Lake Formation: data governance
Chapter 30 · Multi-account and landing zones
- 30.1 Why separate workloads into different accounts
- 30.2 AWS Control Tower and Account Factory
- 30.3 Centralized log and security management
- 30.4 Terraform at multi-account scale with shared modules
Chapter 31 · Platform Engineering and Internal Developer Platform
- 31.1 Golden paths and abstractions over Terraform
- 31.2 AWS Service Catalog
- 31.3 Backstage as a developer portal
- 31.4 Terraform modules as internal product
Chapter 32 · Relevant AWS certifications
- 32.1 Cloud Practitioner: is it worth it?
- 32.2 Solutions Architect Associate → Professional
- 32.3 DevOps Engineer Professional
- 32.4 Specialty: Security, Database, Networking
- 32.5 HashiCorp Terraform Associate
Chapter 33 · Projects to consolidate what you've learned
- 33.1 Project 1: serverless blog (S3 + CloudFront + Lambda + DynamoDB)
- 33.2 Project 2: REST API with ECS Fargate + RDS + ALB
- 33.3 Project 3: data platform with Glue + Athena + Redshift
- 33.4 Project 4: multi-account landing zone with Terraform and Control Tower
