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Binomial theorem

From Wikipedia, the free encyclopedia
Algebraic expansion of powers of a binomial

Thebinomial coefficient(nk){\displaystyle {\tbinom {n}{k}}} appears as thekth entry in thenth row ofPascal's triangle (where the top is the 0th row(00){\displaystyle {\tbinom {0}{0}}}). Each entry is the sum of the two above it.

Inelementary algebra, thebinomial theorem (orbinomial expansion) describes thealgebraic expansion ofpowers of abinomial. According to the theorem, the power(x+y)n{\displaystyle \textstyle (x+y)^{n}} expands into apolynomial with terms of the formaxkym{\displaystyle \textstyle ax^{k}y^{m}}, where the exponentsk{\displaystyle k} andm{\displaystyle m} arenonnegative integers satisfyingk+m=n{\displaystyle k+m=n} and thecoefficienta{\displaystyle a} of each term is a specificpositive integer depending onn{\displaystyle n} andk{\displaystyle k}. For example, forn=4{\displaystyle n=4},(x+y)4=x4+4x3y+6x2y2+4xy3+y4.{\displaystyle (x+y)^{4}=x^{4}+4x^{3}y+6x^{2}y^{2}+4xy^{3}+y^{4}.}

The coefficienta{\displaystyle a} in each termaxkym{\displaystyle \textstyle ax^{k}y^{m}} is known as thebinomial coefficient(nk){\displaystyle {\tbinom {n}{k}}} or(nm){\displaystyle {\tbinom {n}{m}}} (the two have the same value). These coefficients for varyingn{\displaystyle n} andk{\displaystyle k} can be arranged to formPascal's triangle. These numbers also occur incombinatorics, where(nk){\displaystyle {\tbinom {n}{k}}} gives the number of differentcombinations (i.e. subsets) ofk{\displaystyle k}elements that can be chosen from ann{\displaystyle n}-elementset. Therefore(nk){\displaystyle {\tbinom {n}{k}}} is usually pronounced as "n{\displaystyle n} choosek{\displaystyle k}".

Statement

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According to the theorem, the expansion of any nonnegative integer powern of the binomialx +y is a sum of the form(x+y)n=(n0)xny0+(n1)xn1y1+(n2)xn2y2++(nn)x0yn,{\displaystyle (x+y)^{n}={n \choose 0}x^{n}y^{0}+{n \choose 1}x^{n-1}y^{1}+{n \choose 2}x^{n-2}y^{2}+\cdots +{n \choose n}x^{0}y^{n},}where each(nk){\displaystyle {\tbinom {n}{k}}} is a positive integer known as abinomial coefficient, defined as

(nk)=n!k!(nk)!=n(n1)(n2)(nk+1)k(k1)(k2)21.{\displaystyle {\binom {n}{k}}={\frac {n!}{k!\,(n-k)!}}={\frac {n(n-1)(n-2)\cdots (n-k+1)}{k(k-1)(k-2)\cdots 2\cdot 1}}.}

This formula is also referred to as thebinomial formula or thebinomial identity. Usingsummation notation, it can be written more concisely as(x+y)n=k=0n(nk)xnkyk=k=0n(nk)xkynk.{\displaystyle (x+y)^{n}=\sum _{k=0}^{n}{n \choose k}x^{n-k}y^{k}=\sum _{k=0}^{n}{n \choose k}x^{k}y^{n-k}.}

The final expression follows from the previous one by the symmetry ofx andy in the first expression, and by comparison it follows that the sequence of binomial coefficients in the formula is symmetrical,(nk)=(nnk).{\textstyle {\binom {n}{k}}={\binom {n}{n-k}}.}

A simple variant of the binomial formula is obtained bysubstituting1 fory, so that it involves only a singlevariable. In this form, the formula reads(x+1)n=(n0)x0+(n1)x1+(n2)x2++(nn)xn=k=0n(nk)xk.){\displaystyle {\begin{aligned}(x+1)^{n}&={n \choose 0}x^{0}+{n \choose 1}x^{1}+{n \choose 2}x^{2}+\cdots +{n \choose n}x^{n}\\[4mu]&=\sum _{k=0}^{n}{n \choose k}x^{k}.{\vphantom {\Bigg )}}\end{aligned}}}

Examples

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The first few cases of the binomial theorem are:(x+y)0=1,(x+y)1=x+y,(x+y)2=x2+2xy+y2,(x+y)3=x3+3x2y+3xy2+y3,(x+y)4=x4+4x3y+6x2y2+4xy3+y4,{\displaystyle {\begin{aligned}(x+y)^{0}&=1,\\[8pt](x+y)^{1}&=x+y,\\[8pt](x+y)^{2}&=x^{2}+2xy+y^{2},\\[8pt](x+y)^{3}&=x^{3}+3x^{2}y+3xy^{2}+y^{3},\\[8pt](x+y)^{4}&=x^{4}+4x^{3}y+6x^{2}y^{2}+4xy^{3}+y^{4},\end{aligned}}}In general, for the expansion of(x +y)n on the right side in thenth row (numbered so that the top row is the 0th row):

  • the exponents ofx in the terms aren,n − 1, ..., 2, 1, 0 (the last term implicitly containsx0 = 1);
  • the exponents ofy in the terms are0, 1, 2, ...,n − 1,n (the first term implicitly containsy0 = 1);
  • the coefficients form thenth row of Pascal's triangle;
  • before combining like terms, there are2n termsxiyj in the expansion (not shown);
  • after combining like terms, there aren + 1 terms, and their coefficients sum to2n.

An example illustrating the last two points:(x+y)3=xxx+xxy+xyx+xyy+yxx+yxy+yyx+yyy(23 terms)=x3+3x2y+3xy2+y3(3+1 terms){\displaystyle {\begin{aligned}(x+y)^{3}&=xxx+xxy+xyx+xyy+yxx+yxy+yyx+yyy&(2^{3}{\text{ terms}})\\&=x^{3}+3x^{2}y+3xy^{2}+y^{3}&(3+1{\text{ terms}})\end{aligned}}} with1+3+3+1=23{\displaystyle 1+3+3+1=2^{3}}.

A simple example with a specific positive value ofy:(x+2)3=x3+3x2(2)+3x(2)2+23=x3+6x2+12x+8.{\displaystyle {\begin{aligned}(x+2)^{3}&=x^{3}+3x^{2}(2)+3x(2)^{2}+2^{3}\\&=x^{3}+6x^{2}+12x+8.\end{aligned}}}

A simple example with a specific negative value ofy:(x2)3=x33x2(2)+3x(2)223=x36x2+12x8.{\displaystyle {\begin{aligned}(x-2)^{3}&=x^{3}-3x^{2}(2)+3x(2)^{2}-2^{3}\\&=x^{3}-6x^{2}+12x-8.\end{aligned}}}

Geometric explanation

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Visualisation of binomial expansion up to the 4th power

For positive values ofa andb, the binomial theorem withn = 2 is the geometrically evident fact that a square of sidea +b can be cut into a square of sidea, a square of sideb, and two rectangles with sidesa andb. Withn = 3, the theorem states that a cube of sidea +b can be cut into a cube of sidea, a cube of sideb, threea ×a ×b rectangular boxes, and threea ×b ×b rectangular boxes.

Incalculus, this picture also gives a geometric proof of thederivative(xn)=nxn1:{\displaystyle (x^{n})'=nx^{n-1}:}[1] if one setsa=x{\displaystyle a=x} andb=Δx,{\displaystyle b=\Delta x,} interpretingb as aninfinitesimal change ina, then this picture shows the infinitesimal change in the volume of ann-dimensionalhypercube,(x+Δx)n,{\displaystyle (x+\Delta x)^{n},} where the coefficient of the linear term (inΔx{\displaystyle \Delta x}) isnxn1,{\displaystyle nx^{n-1},} the area of then faces, each of dimensionn − 1:(x+Δx)n=xn+nxn1Δx+(n2)xn2(Δx)2+.{\displaystyle (x+\Delta x)^{n}=x^{n}+nx^{n-1}\Delta x+{\binom {n}{2}}x^{n-2}(\Delta x)^{2}+\cdots .}Substituting this into thedefinition of the derivative via adifference quotient and taking limits means that the higher order terms,(Δx)2{\displaystyle (\Delta x)^{2}} and higher, become negligible, and yields the formula(xn)=nxn1,{\displaystyle (x^{n})'=nx^{n-1},} interpreted as

"the infinitesimal rate of change in volume of ann-cube as side length varies is the area ofn of its(n − 1)-dimensional faces".

If one integrates this picture, which corresponds to applying thefundamental theorem of calculus, one obtainsCavalieri's quadrature formula, the integralxn1dx=1nxn{\displaystyle \textstyle {\int x^{n-1}\,dx={\tfrac {1}{n}}x^{n}}} – seeproof of Cavalieri's quadrature formula for details.[1]

Binomial coefficients

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Main article:Binomial coefficient

The coefficients that appear in the binomial expansion are calledbinomial coefficients. These are usually written(nk),{\displaystyle {\tbinom {n}{k}},} and pronounced "n choosek".

Formulas

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The coefficient ofxnkyk is given by the formula(nk)=n!k!(nk)!,{\displaystyle {\binom {n}{k}}={\frac {n!}{k!\;(n-k)!}},}which is defined in terms of thefactorial functionn!. Equivalently, this formula can be written(nk)=n(n1)(nk+1)k(k1)1==1kn+1==0k1nk{\displaystyle {\binom {n}{k}}={\frac {n(n-1)\cdots (n-k+1)}{k(k-1)\cdots 1}}=\prod _{\ell =1}^{k}{\frac {n-\ell +1}{\ell }}=\prod _{\ell =0}^{k-1}{\frac {n-\ell }{k-\ell }}}withk factors in both the numerator and denominator of thefraction. Although this formula involves a fraction, the binomial coefficient(nk){\displaystyle {\tbinom {n}{k}}} is actually aninteger.

Combinatorial interpretation

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The binomial coefficient(nk){\displaystyle {\tbinom {n}{k}}} can be interpreted as the number of ways to choosek elements from ann-element set (acombination). This is related to binomials for the following reason: if we write(x +y)n as aproduct(x+y)(x+y)(x+y)(x+y),{\displaystyle (x+y)(x+y)(x+y)\cdots (x+y),}then, according to thedistributive law, there will be one term in the expansion for each choice of eitherx ory from each of the binomials of the product. For example, there will only be one termxn, corresponding to choosingx from each binomial. However, there will be several terms of the formxn−2y2, one for each way of choosing exactly two binomials to contribute ay. Therefore, aftercombining like terms, the coefficient ofxn−2y2 will be equal to the number of ways to choose exactly2 elements from ann-element set.

Proofs

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Combinatorial proof

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Expanding(x +y)n yields the sum of the2n products of the forme1e2 ...en where eachei isx or y. Rearranging factors shows that each product equalsxnkyk for somek between0 and n. For a givenk, the following are proved equal in succession:

This proves the binomial theorem.

Example

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The coefficient ofxy2 in(x+y)3=(x+y)(x+y)(x+y)=xxx+xxy+xyx+xyy_+yxx+yxy_+yyx_+yyy=x3+3x2y+3xy2_+y3{\displaystyle {\begin{aligned}(x+y)^{3}&=(x+y)(x+y)(x+y)\\&=xxx+xxy+xyx+{\underline {xyy}}+yxx+{\underline {yxy}}+{\underline {yyx}}+yyy\\&=x^{3}+3x^{2}y+{\underline {3xy^{2}}}+y^{3}\end{aligned}}}equals(32)=3{\displaystyle {\tbinom {3}{2}}=3} because there are threex,y strings of length 3 with exactly twoy's, namely,xyy,yxy,yyx,{\displaystyle xyy,\;yxy,\;yyx,}corresponding to the three 2-element subsets of{1, 2, 3}, namely,{2,3},{1,3},{1,2},{\displaystyle \{2,3\},\;\{1,3\},\;\{1,2\},}where each subset specifies the positions of they in a corresponding string.

Inductive proof

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Induction yields another proof of the binomial theorem. Whenn = 0, both sides equal1, sincex0 = 1 and(00)=1.{\displaystyle {\tbinom {0}{0}}=1.} Now suppose that the equality holds for a givenn; we will prove it forn + 1. Forj,k ≥ 0, let[f(x,y)]j,k denote the coefficient ofxjyk in the polynomialf(x,y). By the inductive hypothesis,(x +y)n is a polynomial inx andy such that[(x +y)n]j,k is(nk){\displaystyle {\tbinom {n}{k}}} ifj +k =n, and0 otherwise. The identity(x+y)n+1=x(x+y)n+y(x+y)n{\displaystyle (x+y)^{n+1}=x(x+y)^{n}+y(x+y)^{n}}shows that(x +y)n+1 is also a polynomial inx andy, and[(x+y)n+1]j,k=[(x+y)n]j1,k+[(x+y)n]j,k1,{\displaystyle [(x+y)^{n+1}]_{j,k}=[(x+y)^{n}]_{j-1,k}+[(x+y)^{n}]_{j,k-1},}since ifj +k =n + 1, then(j − 1) +k =n andj + (k − 1) =n. Now, the right hand side is(nk)+(nk1)=(n+1k),{\displaystyle {\binom {n}{k}}+{\binom {n}{k-1}}={\binom {n+1}{k}},}byPascal's identity.[2] On the other hand, ifj +kn + 1, then(j – 1) +kn andj + (k – 1) ≠n, so we get0 + 0 = 0. Thus(x+y)n+1=k=0n+1(n+1k)xn+1kyk,{\displaystyle (x+y)^{n+1}=\sum _{k=0}^{n+1}{\binom {n+1}{k}}x^{n+1-k}y^{k},}which is the inductive hypothesis withn + 1 substituted forn and so completes the inductive step.

Generalizations

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Newton's generalized binomial theorem

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Main article:Binomial series

Around 1665,Isaac Newton generalized the binomial theorem to allow real exponents other than nonnegative integers. (The same generalization also applies tocomplex exponents.) In this generalization, the finite sum is replaced by aninfinite series. In order to do this, one needs to give meaning to binomial coefficients with an arbitrary upper index, which cannot be done using the usual formula with factorials. However, for an arbitrary numberr, one can define(rk)=r(r1)(rk+1)k!=(r)kk!,{\displaystyle {r \choose k}={\frac {r(r-1)\cdots (r-k+1)}{k!}}={\frac {(r)_{k}}{k!}},}where()k{\displaystyle (\cdot )_{k}} is thePochhammer symbol, here standing for afalling factorial. This agrees with the usual definitions whenr is a nonnegative integer. Then, ifx andy are real numbers with|x| > |y|,[Note 1] andr is any complex number, one has(x+y)r=k=0(rk)xrkyk=xr+rxr1y+r(r1)2!xr2y2+r(r1)(r2)3!xr3y3+.{\displaystyle {\begin{aligned}(x+y)^{r}&=\sum _{k=0}^{\infty }{r \choose k}x^{r-k}y^{k}\\&=x^{r}+rx^{r-1}y+{\frac {r(r-1)}{2!}}x^{r-2}y^{2}+{\frac {r(r-1)(r-2)}{3!}}x^{r-3}y^{3}+\cdots .\end{aligned}}}

Whenr is a nonnegative integer, the binomial coefficients fork >r are zero, so this equation reduces to the usual binomial theorem, and there are at mostr + 1 nonzero terms. For other values ofr, the series typically has infinitely many nonzero terms.

For example,r = 1/2 gives the following series for the square root:1+x=1+12x18x2+116x35128x4+7256x5.{\displaystyle {\sqrt {1+x}}=1+{\frac {1}{2}}x-{\frac {1}{8}}x^{2}+{\frac {1}{16}}x^{3}-{\frac {5}{128}}x^{4}+{\frac {7}{256}}x^{5}-\cdots .}

Takingr = −1, the generalized binomial series gives thegeometric series formula, valid for|x| < 1:(1+x)1=11+x=1x+x2x3+x4x5+.{\displaystyle (1+x)^{-1}={\frac {1}{1+x}}=1-x+x^{2}-x^{3}+x^{4}-x^{5}+\cdots .}

More generally, withr = −s, we have for|x| < 1:[3]1(1+x)s=k=0(sk)xk=k=0(s+k1k)(1)kxk.{\displaystyle {\frac {1}{(1+x)^{s}}}=\sum _{k=0}^{\infty }{-s \choose k}x^{k}=\sum _{k=0}^{\infty }{s+k-1 \choose k}(-1)^{k}x^{k}.}

So, for instance, whens = 1/2,11+x=112x+38x2516x3+35128x463256x5+.{\displaystyle {\frac {1}{\sqrt {1+x}}}=1-{\frac {1}{2}}x+{\frac {3}{8}}x^{2}-{\frac {5}{16}}x^{3}+{\frac {35}{128}}x^{4}-{\frac {63}{256}}x^{5}+\cdots .}

Replacingx with-x yields:1(1x)s=k=0(s+k1k)(1)k(x)k=k=0(s+k1k)xk.{\displaystyle {\frac {1}{(1-x)^{s}}}=\sum _{k=0}^{\infty }{s+k-1 \choose k}(-1)^{k}(-x)^{k}=\sum _{k=0}^{\infty }{s+k-1 \choose k}x^{k}.}

So, for instance, whens = 1/2, we have for|x| < 1:11x=1+12x+38x2+516x3+35128x4+63256x5+.{\displaystyle {\frac {1}{\sqrt {1-x}}}=1+{\frac {1}{2}}x+{\frac {3}{8}}x^{2}+{\frac {5}{16}}x^{3}+{\frac {35}{128}}x^{4}+{\frac {63}{256}}x^{5}+\cdots .}

Further generalizations

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The generalized binomial theorem can be extended to the case wherex andy are complex numbers. For this version, one should again assume|x| > |y|[Note 1] and define the powers ofx +y andx using aholomorphicbranch of log defined on an open disk of radius|x| centered atx. The generalized binomial theorem is valid also for elementsx andy of aBanach algebra as long asxy =yx, andx is invertible, andy/x‖ < 1.

A version of the binomial theorem is valid for the followingPochhammer symbol-like family of polynomials: for a given real constantc, definex(0)=1{\displaystyle x^{(0)}=1} andx(n)=k=1n[x+(k1)c]{\displaystyle x^{(n)}=\prod _{k=1}^{n}[x+(k-1)c]}forn>0.{\displaystyle n>0.} Then[4](a+b)(n)=k=0n(nk)a(nk)b(k).{\displaystyle (a+b)^{(n)}=\sum _{k=0}^{n}{\binom {n}{k}}a^{(n-k)}b^{(k)}.}The casec = 0 recovers the usual binomial theorem.

More generally, a sequence{pn}n=0{\displaystyle \{p_{n}\}_{n=0}^{\infty }} of polynomials is said to beof binomial type if

An operatorQ{\displaystyle Q} on the space of polynomials is said to be thebasis operator of the sequence{pn}n=0{\displaystyle \{p_{n}\}_{n=0}^{\infty }} ifQp0=0{\displaystyle Qp_{0}=0} andQpn=npn1{\displaystyle Qp_{n}=np_{n-1}} for alln1{\displaystyle n\geqslant 1}. A sequence{pn}n=0{\displaystyle \{p_{n}\}_{n=0}^{\infty }} is binomial if and only if its basis operator is aDelta operator.[5] WritingEa{\displaystyle E^{a}} for the shift bya{\displaystyle a} operator, the Delta operators corresponding to the above "Pochhammer" families of polynomials are the backward differenceIEc{\displaystyle I-E^{-c}} forc>0{\displaystyle c>0}, the ordinary derivative forc=0{\displaystyle c=0}, and the forward differenceEcI{\displaystyle E^{-c}-I} forc<0{\displaystyle c<0}.

Multinomial theorem

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Main article:Multinomial theorem

The binomial theorem can be generalized to include powers of sums with more than two terms. The general version is

(x1+x2++xm)n=k1+k2++km=n(nk1,k2,,km)x1k1x2k2xmkm,{\displaystyle (x_{1}+x_{2}+\cdots +x_{m})^{n}=\sum _{k_{1}+k_{2}+\cdots +k_{m}=n}{\binom {n}{k_{1},k_{2},\ldots ,k_{m}}}x_{1}^{k_{1}}x_{2}^{k_{2}}\cdots x_{m}^{k_{m}},}

where the summation is taken over all sequences of nonnegative integer indicesk1 throughkm such that the sum of allki is n. (For each term in the expansion, the exponents must add up to n). The coefficients(nk1,,km){\displaystyle {\tbinom {n}{k_{1},\cdots ,k_{m}}}} are known as multinomial coefficients, and can be computed by the formula(nk1,k2,,km)=n!k1!k2!km!.{\displaystyle {\binom {n}{k_{1},k_{2},\ldots ,k_{m}}}={\frac {n!}{k_{1}!\cdot k_{2}!\cdots k_{m}!}}.}

Combinatorially, the multinomial coefficient(nk1,,km){\displaystyle {\tbinom {n}{k_{1},\cdots ,k_{m}}}} counts the number of different ways topartition ann-element set intodisjointsubsets of sizesk1, ...,km.

Multi-binomial theorem

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When working in more dimensions, it is often useful to deal with products of binomial expressions. By the binomial theorem this is equal to(x1+y1)n1(xd+yd)nd=k1=0n1kd=0nd(n1k1)x1k1y1n1k1(ndkd)xdkdydndkd.{\displaystyle (x_{1}+y_{1})^{n_{1}}\dotsm (x_{d}+y_{d})^{n_{d}}=\sum _{k_{1}=0}^{n_{1}}\dotsm \sum _{k_{d}=0}^{n_{d}}{\binom {n_{1}}{k_{1}}}x_{1}^{k_{1}}y_{1}^{n_{1}-k_{1}}\dotsc {\binom {n_{d}}{k_{d}}}x_{d}^{k_{d}}y_{d}^{n_{d}-k_{d}}.}

This may be written more concisely, bymulti-index notation, as(x+y)α=να(αν)xνyαν.{\displaystyle (x+y)^{\alpha }=\sum _{\nu \leq \alpha }{\binom {\alpha }{\nu }}x^{\nu }y^{\alpha -\nu }.}

General Leibniz rule

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Main article:General Leibniz rule

The general Leibniz rule gives thenth derivative of a product of two functions in a form similar to that of the binomial theorem:[6](fg)(n)(x)=k=0n(nk)f(nk)(x)g(k)(x).{\displaystyle (fg)^{(n)}(x)=\sum _{k=0}^{n}{\binom {n}{k}}f^{(n-k)}(x)g^{(k)}(x).}

Here, the superscript(n) indicates thenth derivative of a function,f(n)(x)=dndxnf(x){\displaystyle f^{(n)}(x)={\tfrac {d^{n}}{dx^{n}}}f(x)}. If one setsf(x) =eax andg(x) =ebx, cancelling the common factor ofe(a +b)x from each term gives the ordinary binomial theorem.[7]

History

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Special cases of the binomial theorem were known since at least the 4th century BC whenGreek mathematicianEuclid mentioned the special case of the binomial theorem for exponentn=2{\displaystyle n=2}.[8] Greek mathematicianDiophantus cubed various binomials, includingx1{\displaystyle x-1}.[8] Indian mathematicianAryabhata's method for finding cube roots, from around 510 AD, suggests that he knew the binomial formula for exponentn=3{\displaystyle n=3}.[8]

Binomial coefficients, as combinatorial quantities expressing the number of ways of selectingk objects out ofn without replacement (combinations), were of interest to ancient Indian mathematicians. TheJainBhagavati Sutra (c. 300 BC) describes the number of combinations of philosophical categories, senses, or other things, with correct results up throughn=4{\displaystyle n=4} (probably obtained by listing all possibilities and counting them)[9] and a suggestion that higher combinations could likewise be found.[10] TheChandaḥśāstra by the Indian lyricistPiṅgala (3rd or 2nd century BC) somewhat crypically describes a method of arranging two types of syllables to formmetres of various lengths and counting them; as interpreted and elaborated by Piṅgala's 10th-century commentatorHalāyudha his "method of pyramidal expansion" (meru-prastāra) for counting metres is equivalent toPascal's triangle.[11]Varāhamihira (6th century AD) describes another method for computing combination counts by adding numbers in columns.[12] By the 9th century at latest Indian mathematicians learned to express this as a product of fractionsn1×n12××nk+1nk{\displaystyle {\tfrac {n}{1}}\times {\tfrac {n-1}{2}}\times \cdots \times {\tfrac {n-k+1}{n-k}}}, and clear statements of this rule can be found inŚrīdhara'sPāṭīgaṇita (8th–9th century),Mahāvīra'sGaṇita-sāra-saṅgraha (c. 850), andBhāskara II'sLīlāvatī (12th century).[12][9][13]

The Persian mathematicianal-Karajī (953–1029) wrote a now-lost book containing the binomial theorem and a table of binomial coefficients, often credited as their first appearance.[14][15][16][17]An explicit statement of the binomial theorem appears inal-Samawʾal'sal-Bāhir (12th century), there credited to al-Karajī.[14][15] Al-Samawʾal algebraically expanded the square, cube, and fourth power of a binomial, each in terms of the previous power, and noted that similar proofs could be provided for higher powers, an early form ofmathematical induction. He then provided al-Karajī's table of binomial coefficients (Pascal's triangle turned on its side) up ton=12{\displaystyle n=12} and a rule for generating them equivalent to therecurrence relation(nk)=(n1k1)+(n1k){\displaystyle \textstyle {\binom {n}{k}}={\binom {n-1}{k-1}}+{\binom {n-1}{k}}}.[15][18] The Persian poet and mathematicianOmar Khayyam was probably familiar with the formula to higher orders, although many of his mathematical works are lost.[8] The binomial expansions of small degrees were known in the 13th century mathematical works ofYang Hui[19] and alsoChu Shih-Chieh.[8] Yang Hui attributes the method to a much earlier 11th century text ofJia Xian, although those writings are now also lost.[20]

In Europe, descriptions of the construction of Pascal's triangle can be found as early asJordanus de Nemore'sDe arithmetica (13th century).[21] In 1544,Michael Stifel introduced the term "binomial coefficient" and showed how to use them to express(1+x)n{\displaystyle (1+x)^{n}} in terms of(1+x)n1{\displaystyle (1+x)^{n-1}}, via "Pascal's triangle".[22] Other 16th century mathematicians includingNiccolò Fontana Tartaglia andSimon Stevin also knew of it.[22] 17th-century mathematicianBlaise Pascal studied the eponymous triangle comprehensively in hisTraité du triangle arithmétique.[23]

By the early 17th century, some specific cases of the generalized binomial theorem, such as forn=12{\displaystyle n={\tfrac {1}{2}}}, can be found in the work ofHenry Briggs'Arithmetica Logarithmica (1624).[24]Isaac Newton is generally credited with discovering the generalized binomial theorem, valid for any real exponent, in 1665, inspired by the work ofJohn Wallis'sArithmetic Infinitorum and his method of interpolation.[22][25][8][26][24] A logarithmic version of the theorem for fractional exponents was discovered independently byJames Gregory who wrote down his formula in 1670.[24]

Applications

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Multiple-angle identities

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For thecomplex numbers the binomial theorem can be combined withde Moivre's formula to yieldmultiple-angle formulas for thesine andcosine. According to De Moivre's formula,cos(nx)+isin(nx)=(cosx+isinx)n.{\displaystyle \cos \left(nx\right)+i\sin \left(nx\right)=\left(\cos x+i\sin x\right)^{n}.}

Using the binomial theorem, the expression on the right can be expanded, and then the real and imaginary parts can be taken to yield formulas forcos(nx) andsin(nx). For example, since(cosx+isinx)2=cos2x+2icosxsinxsin2x=(cos2xsin2x)+i(2cosxsinx),{\displaystyle \left(\cos x+i\sin x\right)^{2}=\cos ^{2}x+2i\cos x\sin x-\sin ^{2}x=(\cos ^{2}x-\sin ^{2}x)+i(2\cos x\sin x),}But De Moivre's formula identifies the left side with(cosx+isinx)2=cos(2x)+isin(2x){\displaystyle (\cos x+i\sin x)^{2}=\cos(2x)+i\sin(2x)}, socos(2x)=cos2xsin2xandsin(2x)=2cosxsinx,{\displaystyle \cos(2x)=\cos ^{2}x-\sin ^{2}x\quad {\text{and}}\quad \sin(2x)=2\cos x\sin x,}which are the usual double-angle identities. Similarly, since(cosx+isinx)3=cos3x+3icos2xsinx3cosxsin2xisin3x,{\displaystyle \left(\cos x+i\sin x\right)^{3}=\cos ^{3}x+3i\cos ^{2}x\sin x-3\cos x\sin ^{2}x-i\sin ^{3}x,}De Moivre's formula yieldscos(3x)=cos3x3cosxsin2xandsin(3x)=3cos2xsinxsin3x.{\displaystyle \cos(3x)=\cos ^{3}x-3\cos x\sin ^{2}x\quad {\text{and}}\quad \sin(3x)=3\cos ^{2}x\sin x-\sin ^{3}x.}In general,cos(nx)=k even(1)k/2(nk)cosnkxsinkx{\displaystyle \cos(nx)=\sum _{k{\text{ even}}}(-1)^{k/2}{n \choose k}\cos ^{n-k}x\sin ^{k}x}andsin(nx)=k odd(1)(k1)/2(nk)cosnkxsinkx.{\displaystyle \sin(nx)=\sum _{k{\text{ odd}}}(-1)^{(k-1)/2}{n \choose k}\cos ^{n-k}x\sin ^{k}x.}There are also similar formulas usingChebyshev polynomials.

Series fore

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Thenumbere is often defined by the formulae=limn(1+1n)n.{\displaystyle e=\lim _{n\to \infty }\left(1+{\frac {1}{n}}\right)^{n}.}

Applying the binomial theorem to this expression yields the usualinfinite series fore. In particular:(1+1n)n=1+(n1)1n+(n2)1n2+(n3)1n3++(nn)1nn.{\displaystyle \left(1+{\frac {1}{n}}\right)^{n}=1+{n \choose 1}{\frac {1}{n}}+{n \choose 2}{\frac {1}{n^{2}}}+{n \choose 3}{\frac {1}{n^{3}}}+\cdots +{n \choose n}{\frac {1}{n^{n}}}.}

Thekth term of this sum is(nk)1nk=1k!n(n1)(n2)(nk+1)nk{\displaystyle {n \choose k}{\frac {1}{n^{k}}}={\frac {1}{k!}}\cdot {\frac {n(n-1)(n-2)\cdots (n-k+1)}{n^{k}}}}

Asn → ∞, the rational expression on the right approaches1, and thereforelimn(nk)1nk=1k!.{\displaystyle \lim _{n\to \infty }{n \choose k}{\frac {1}{n^{k}}}={\frac {1}{k!}}.}

This indicates thate can be written as a series:e=k=01k!=10!+11!+12!+13!+.{\displaystyle e=\sum _{k=0}^{\infty }{\frac {1}{k!}}={\frac {1}{0!}}+{\frac {1}{1!}}+{\frac {1}{2!}}+{\frac {1}{3!}}+\cdots .}

Indeed, since each term of the binomial expansion is anincreasing function ofn, it follows from themonotone convergence theorem for series that the sum of this infinite series is equal to e.

Probability

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The binomial theorem is closely related to the probability mass function of thenegative binomial distribution. The probability of a (countable) collection of independent Bernoulli trials{Xt}tS{\displaystyle \{X_{t}\}_{t\in S}} with probability of successp[0,1]{\displaystyle p\in [0,1]} all not happening is

P(tSXtC)=(1p)|S|=n=0|S|(|S|n)(p)n.{\displaystyle P{\biggl (}\bigcap _{t\in S}X_{t}^{C}{\biggr )}=(1-p)^{|S|}=\sum _{n=0}^{|S|}{|S| \choose n}(-p)^{n}.}

An upper bound for this quantity isep|S|.{\displaystyle e^{-p|S|}.}[27]

In abstract algebra

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The binomial theorem is valid more generally for two elementsx andy in aring, or even asemiring, provided thatxy =yx. For example, it holds for twon ×n matrices, provided that those matrices commute; this is useful in computing powers of a matrix.[28]

The binomial theorem can be stated by saying that thepolynomial sequence{1,x,x2,x3, ...} is ofbinomial type.

See also

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Notes

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  1. ^abThis is to guarantee convergence. Depending onr, the series may also converge sometimes when|x| = |y|.

References

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  1. ^abBarth, Nils R. (2004). "Computing Cavalieri's Quadrature Formula by a Symmetry of then-Cube".The American Mathematical Monthly.111 (9):811–813.doi:10.2307/4145193.JSTOR 4145193.
  2. ^Binomial theorem – inductive proofsArchived February 24, 2015, at theWayback Machine
  3. ^Weisstein, Eric W."Negative Binomial Series".Wolfram MathWorld.
  4. ^Sokolowsky, Dan; Rennie, Basil C. (1979)."Problem 352".Crux Mathematicorum.5 (2):55–56.
  5. ^Aigner, Martin (1979).Combinatorial Theory. Springer. p. 105.ISBN 0-387-90376-3.
  6. ^Olver, Peter J. (2000).Applications of Lie Groups to Differential Equations. Springer. pp. 318–319.ISBN 9780387950006.
  7. ^Spivey, Michael Z. (2019).The Art of Proving Binomial Identities. CRC Press. p. 71.ISBN 978-1351215800.
  8. ^abcdefCoolidge, J. L. (1949). "The Story of the Binomial Theorem".The American Mathematical Monthly.56 (3):147–157.doi:10.2307/2305028.JSTOR 2305028.
  9. ^abBiggs, Norman L. (1979)."The roots of combinatorics".Historia Mathematica.6 (2):109–136.doi:10.1016/0315-0860(79)90074-0.
  10. ^Datta, Bibhutibhushan (1929)."The Jaina School of Mathematics".Bulletin of the Calcutta Mathematical Society.27. 5. 115–145 (esp. 133–134). Reprinted as "The Mathematical Achievements of the Jainas" inChattopadhyaya, Debiprasad, ed. (1982).Studies in the History of Science in India. Vol. 2. New Delhi: Editorial Enterprises. pp. 684–716.
  11. ^Bag, Amulya Kumar (1966)."Binomial theorem in ancient India"(PDF).Indian Journal of History of Science.1 (1):68–74.
    Shah, Jayant (2013). "A History of Piṅgala's Combinatorics".Gaṇita Bhāratī.35 (1–4):43–96.ResearchGate:353496244. (Preprint)
    Survey sources:
    Edwards, A. W. F. (1987)."The combinatorial numbers in India".Pascal's Arithmetical Triangle. London: Charles Griffin. pp. 27–33.ISBN 0-19-520546-4.
    Divakaran, P. P. (2018). "Combinatorics".The Mathematics of India: Concepts, Methods, Connections. Springer; Hindustan Book Agency. §5.5 pp. 135–140.doi:10.1007/978-981-13-1774-3_5.ISBN 978-981-13-1773-6.
    Roy, Ranjan (2021). "The Binomial Theorem".Series and Products in the Development of Mathematics. Vol. 1 (2 ed.). Cambridge University Press. Ch. 4, pp. 77–104.doi:10.1017/9781108709453.005.ISBN 978-1-108-70945-3.
  12. ^abGupta, Radha Charan (1992). "Varāhamihira's Calculation ofnCr{\displaystyle {}^{n}C_{r}} and the Discovery of Pascal's Triangle".Gaṇita Bhāratī.14 (1–4):45–49. Reprinted inRamasubramanian, K., ed. (2019).Gaṇitānanda. Springer. pp. 285–289.doi:10.1007/978-981-13-1229-8_29.
  13. ^Shukla, Kripa Shankar, ed. (1959)."Combinations of Savours".The Patiganita of Sridharacarya. Lucknow University. Vyavahāras 1.9, p. 97 (text), pp. 58–59 (translation).
  14. ^abYadegari, Mohammad (1980)."The Binomial Theorem: A Widespread Concept in Medieval Islamic Mathematics".Historia Mathematica.7 (4):401–406.doi:10.1016/0315-0860(80)90004-X.
  15. ^abcRashed, Roshdi (1972). "L'induction mathématique: al-Karajī, al-Samawʾal".Archive for History of Exact Sciences (in French).9 (1):1–21.doi:10.1007/BF00348537.JSTOR 41133347. Translated into English by A. F. W. Armstrong inRashed, Roshdi (1994)."Mathematical Induction: al-Karajī and al-Samawʾal".The Development of Arabic Mathematics: Between Arithmetic and Algebra. Kluwer. §1.4, pp. 62–81.doi:10.1007/978-94-017-3274-1_2.ISBN 0-7923-2565-6.The first formulation of the binomial and the table of binomial coefficients, to our knowledge, is to be found in a text by al-Karajī, cited by al-Samawʾal inal-Bāhir.
  16. ^Sesiano, Jacques (1997). "Al-Karajī". InSelin, Helaine (ed.).Encyclopaedia of the History of Science, Technology, and Medicine in Non-Western Cultures. Springer. pp. 475–476.doi:10.1007/978-94-017-1416-7_11.ISBN 978-94-017-1418-1.Another [lost work of Karajī's] contained the first known explanation of the arithmetical (Pascal's) triangle; the passage in question survived through al-Samawʾal'sBāhir (twelfth century) which heavily drew from theBadīʿ.
  17. ^Berggren, John Lennart (1985). "History of mathematics in the Islamic world: The present state of the art".Review of Middle East Studies.19 (1):9–33.doi:10.1017/S0026318400014796. Republished inSidoli, Nathan;Brummelen, Glen Van, eds. (2014).From Alexandria, Through Baghdad. Springer. pp. 51–71.doi:10.1007/978-3-642-36736-6_4.ISBN 978-3-642-36735-9.[...] since the table of binomial coefficients had been previously found in such late works as those of al-Kāshī (fifteenth century) and Naṣīr al-Dīn al-Ṭūsī (thirteenth century), some had suggested that the table was a Chinese import. However, the use of the binomial coefficients by Islamic mathematicians of the eleventh century, in a context which had deep roots in Islamic mathematics, suggests strongly that the table was a local discovery – most probably of al-Karajī.
  18. ^O'Connor, John J.;Robertson, Edmund F."Abu Bekr ibn Muhammad ibn al-Husayn Al-Karaji".MacTutor History of Mathematics Archive.University of St Andrews.
  19. ^Landau, James A. (1999-05-08)."Historia Matematica Mailing List Archive: Re: [HM] Pascal's Triangle".Archives of Historia Matematica. Archived fromthe original(mailing list email) on 2021-02-24. Retrieved2007-04-13.
  20. ^Martzloff, Jean-Claude (1997) [French ed. 1987]."Jia Xian and Liu Yi".A History of Chinese Mathematics. Translated by Wilson, Stephen S. Springer. p. 142.ISBN 3-540-54749-5.
  21. ^Hughes, Barnabas (1989). "The arithmetical triangle of Jordanus de Nemore".Historia Mathematica.16 (3):213–223.doi:10.1016/0315-0860(89)90018-9.
  22. ^abcKline, Morris (1972).History of mathematical thought. Oxford University Press. p. 273.
  23. ^Katz, Victor (2009) [1993]. "Elementary Probability".A History of Mathematics: An Introduction (3rd ed.). Addison-Wesley. § 14.3, pp. 487–497.ISBN 978-0-321-38700-4.
  24. ^abcStillwell, John (2010).Mathematics and its history (3rd ed.). Springer. p. 186.ISBN 978-1-4419-6052-8.
  25. ^Bourbaki, N. (1994).Elements of the History of Mathematics. Translated byJ. Meldrum. Springer.ISBN 3-540-19376-6.
  26. ^Whiteside, D. T. (1961)."Newton's Discovery of the General Binomial Theorem".The Mathematical Gazette.45 (353):175–180.doi:10.2307/3612767.JSTOR 3612767.
  27. ^Cover, Thomas M.;Thomas, Joy A. (1991). "Data Compression".Elements of Information Theory. Wiley. Ch. 5, pp. 78–124.doi:10.1002/0471200611.ch5.ISBN 9780471062592.
  28. ^Artin, Michael (2011).Algebra (2nd ed.). Pearson. equation (4.7.11).

Further reading

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External links

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