From Finite Sums to an Infinite Sum
A geometric series is built from terms whose successive values are found by multiplying by the same number. For example, in \(6+3+\frac{3}{2}+\frac{3}{4}+\cdots\), each term is half the preceding term. A finite geometric sum is an ordinary finite calculation; an infinite geometric series asks whether the sequence of its partial sums approaches a finite limit.
The distinction matters. A pattern can continue indefinitely without its accumulated sum settling to a number. The infinite geometric series formula gives a sum only when the common ratio is small enough in magnitude for the later terms to have a vanishing total effect.
Here \(a\) and \(r\) are real numbers. The exponent \(n\) begins at zero, so the first term is \(ar^0=a\). The condition on the ratio will be expressed using its magnitude, \(|r|\), because a negative ratio alternates the signs of the terms but can still produce a convergent series.
The Finite Partial-Sum Formula
For \(r\ne 1\), the first \(N\) terms have the finite-sum expression below. The subtraction that produces it is useful because most terms cancel.
Since \(r\ne 1\), division by \(1-r\) is allowed, giving
This is a formula for a finite sum. To obtain an infinite sum, we must take the limit of \(S_N\), and that limit depends on what happens to \(r^N\).
The Infinite Geometric Series Formula
The condition \(|r|<1\) means that repeated powers of \(r\) approach zero: \(r^N\to 0\) as \(N\to\infty\). This is the geometric-sequence limit established in earlier material. Substituting that limit into the finite partial-sum formula proves the theorem.
The denominator is nonzero under this condition: if \(|r|<1\), then \(r\ne 1\). The argument also handles \(a=0\), in which case every term and the sum are zero.
For \(N\) terms, use \(S_N=a(1-r^N)/(1-r)\), provided \(r\ne1\).
The infinite-series formula requires \(|r|<1\), not merely \(r<1\).
When \(|r|<1\), \(r^N\to0\), so the partial sums approach \(a/(1-r)\).
Worked Examples
Worked Example: A Positive Ratio Less Than One
Find the sum of \(6+3+\frac{3}{2}+\frac{3}{4}+\cdots\), and verify it using the partial sums.
The first term is \(a=6\). Each term is one-half of the preceding term, so \(r=\frac12\). Since \(\left|\frac12\right|<1\), the series converges, and the formula applies:
For \(N\) terms, the partial sum is
Because \(\left(\frac12\right)^N\to0\), these partial sums approach \(12(1-0)=12\). As a numerical check, the first three terms sum to \(6+3+\frac32=\frac{21}{2}=10.5\), which is less than 12; the partial-sum expression gives \(12(1-\frac18)=\frac{21}{2}\) for \(N=3\), as required.
Worked Example: A Negative Ratio
Find the sum of \(5-\frac52+\frac54-\frac58+\cdots\), and check the result.
The first term is \(a=5\), and the common ratio is \(r=-\frac12\). The magnitude satisfies \(|r|=\frac12<1\), so the series converges even though its terms alternate in sign.
The partial sums give an independent limit check:
For \(N=3\), the terms sum to \(5-\frac52+\frac54=\frac{15}{4}\). The expression gives \(\frac{10}{3}(1-(-\frac18))=\frac{10}{3}\cdot\frac98=\frac{15}{4}\), confirming the partial-sum calculation.
Worked Example: A Ratio Greater Than One
Determine whether \(4+12+36+108+\cdots\) has a finite sum.
Here \(a=4\) and \(r=3\), so \(|r|=3>1\). The terms do not approach zero: their magnitudes are \(4,12,36,108,\ldots\), which grow. More directly, the finite partial sums are
As \(N\to\infty\), \(3^N\) grows without bound, so \(S_N=2(3^N-1)\) does not approach a finite number. The series diverges. For a check at \(N=3\), the first three terms total \(4+12+36=52\), and the formula gives \(2(3^3-1)=2(27-1)=52\).
Why the Formula Fails When \(|r|\ge 1\)
The finite-sum identity does not itself guarantee an infinite sum. Its limiting behavior has to be checked. For a nonzero first term \(a\), every real ratio with \(|r|\ge1\) leads to divergence, but the reasons at the boundary and beyond it are slightly different.
First, if a series converges, its terms must approach zero. To see why, let \(S_N\) be its partial sums. The \(N\)th term is the difference between two consecutive partial sums. If \(S_N\to S\), then \(S_{N-1}\to S\) as well, and therefore \(S_N-S_{N-1}\to S-S=0\). For a geometric series, this difference is \(ar^{N-1}\).
- If \(|r|>1\): when \(a\ne0\), the magnitudes \(|a||r|^{N-1}\) grow rather than approach zero. Thus the terms cannot approach zero, and the partial sums cannot converge.
- If \(r=1\): every term equals \(a\), so \(S_N=Na\). For \(a\ne0\), these partial sums do not approach a finite number. The finite-sum expression with denominator \(1-r\) is unavailable at \(r=1\).
- If \(r=-1\): the terms alternate between \(a\) and \(-a\). For \(a\ne0\), the partial sums alternate between \(a\) and \(0\), so they do not approach one limit.
The exception is \(a=0\). In that case every term is zero and the series converges to zero for every real \(r\). The usual formula \(a/(1-r)\) still cannot be used at \(r=1\), because its denominator is zero; for \(r\ne1\), it evaluates to zero, consistent with the series.
Worked Example: The Boundary Ratio \(r=-1\)
Consider \(3-3+3-3+\cdots\). Here \(a=3\) and \(r=-1\), so \(|r|=1\). Its partial sums are \(S_1=3\), \(S_2=3-3=0\), \(S_3=3-3+3=3\), and \(S_4=3-3+3-3=0\). In general, \(S_N=3\) when \(N\) is odd and \(S_N=0\) when \(N\) is even. Since these partial sums do not approach a single value, the series diverges. This checks the boundary case directly; substituting \(r=-1\) into \(a/(1-r)\) would incorrectly give \(3/2\).
A Common Mistake
A frequent error is to apply \(a/(1-r)\) whenever \(r\ne1\), forgetting the separate convergence condition \(|r|<1\). For example, with \(a=1\) and \(r=2\), that incorrect substitution gives
But the partial sums are \(1\), \(1+2=3\), \(1+2+4=7\), and \(1+2+4+8=15\). The finite formula confirms their behavior: \(S_N=(1-2^N)/(1-2)=2^N-1\), which grows without bound. The algebraic finite-sum formula is valid for every \(N\) when \(r\ne1\); it is the step \(r^N\to0\) that is valid only when \(|r|<1\). A denominator that is nonzero is not, by itself, enough to justify an infinite-series sum.
Why the Condition Matters
The infinite geometric series formula is useful whenever a quantity is repeatedly scaled by a fixed factor and the resulting contributions are added. Its condition is also a reminder of what an infinite sum means: it is not simply a pattern with an ellipsis, but the limit of its finite partial sums. Ratios close to zero make later terms shrink rapidly; a negative ratio can still work if its magnitude is less than one. Ratios of magnitude at least one do not produce a finite sum for a nonzero first term.
Check Your Understanding
For each question, distinguish the finite partial-sum formula from the condition needed for an infinite sum.
- Find the sum of \(8+4+2+1+\cdots\), and state why the infinite-series formula applies.
- Does \(2-1+\frac12-\frac14+\cdots\) converge? If so, find its sum.
- For \(5+10+20+40+\cdots\), write \(S_N\) and explain why the series has no finite sum.
- What happens to the partial sums of \(7-7+7-7+\cdots\)?
- For which real values of \(r\) does the geometric series with \(a=0\) converge?