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AM-GM, Cauchy-Schwarz, and Power Mean

Pillar: FIX — "Fix a constraint, then the inequality tells you the extremum."


The Big Idea

Classical inequalities are tools for finding extreme values without calculus. The pattern is always the same:

  1. You have a constraint (e.g., \(xy = 36\)).
  2. You want to minimize or maximize some expression (e.g., \(x + y\)).
  3. An inequality gives you a bound on the expression.
  4. The equality condition tells you exactly when the bound is achieved.

This is the Fix pillar in action: fix the constraint, and the inequality forces the extremum. No derivatives, no Lagrange multipliers --- just algebra.


AM-GM for Two Variables

Theorem (AM-GM). For non-negative reals \(a, b\):

\[\frac{a + b}{2} \ge \sqrt{ab}\]

Equality holds if and only if \(a = b\).

In words: the arithmetic mean is at least the geometric mean.

Proof

Start from something obviously true:

\[(\sqrt{a} - \sqrt{b})^2 \ge 0\]

Expand:

\[a - 2\sqrt{ab} + b \ge 0\]

Rearrange:

\[a + b \ge 2\sqrt{ab}\]

Divide by 2. Done. Equality holds when \(\sqrt{a} = \sqrt{b}\), i.e., \(a = b\).

Why This Proof Matters

The proof reveals the engine behind AM-GM: it's a squared quantity \(\ge 0\). Every classical inequality ultimately reduces to this idea. When you see AM-GM applied, mentally picture a squared difference being non-negative.


Using AM-GM for Optimization

Example 1: Minimize a Sum Given a Product

Problem. Positive reals \(x, y\) satisfy \(xy = 36\). Find the minimum of \(x + y\).

Solution. By AM-GM:

\[\frac{x + y}{2} \ge \sqrt{xy} = \sqrt{36} = 6\]

So \(x + y \ge 12\). Equality when \(x = y = 6\).

The minimum value is \(\boxed{12}\).

Example 2: Maximize a Product Given a Sum

Problem. Positive reals \(x, y\) satisfy \(x + y = 10\). Find the maximum of \(xy\).

Solution. By AM-GM:

\[\frac{x + y}{2} \ge \sqrt{xy} \implies 5 \ge \sqrt{xy} \implies xy \le 25\]

Equality when \(x = y = 5\). The maximum is \(\boxed{25}\).

The Dual Pattern

Given Find AM-GM gives Equality
Product \(= k\) Minimize sum \(\text{sum} \ge 2\sqrt{k}\) When terms are equal
Sum \(= s\) Maximize product \(\text{product} \le (s/2)^2\) When terms are equal

This duality is worth memorizing. Fixed product, minimize sum. Fixed sum, maximize product. AM-GM handles both.


AM-GM for \(n\) Variables

Theorem. For non-negative reals \(a_1, a_2, \ldots, a_n\):

\[\frac{a_1 + a_2 + \cdots + a_n}{n} \ge \sqrt[n]{a_1 a_2 \cdots a_n}\]

Equality if and only if \(a_1 = a_2 = \cdots = a_n\).

Example 3: Three Variables

Problem. Positive reals \(a, b, c\) satisfy \(abc = 27\). Minimize \(a + b + c\).

By AM-GM for three variables:

\[\frac{a + b + c}{3} \ge \sqrt[3]{abc} = \sqrt[3]{27} = 3\]

So \(a + b + c \ge 9\). Equality when \(a = b = c = 3\).

The Splitting Trick

Sometimes you need to apply AM-GM to terms that aren't naturally separated.

Problem. For \(x > 0\), minimize \(x + \frac{4}{x}\).

Apply AM-GM to the two terms \(x\) and \(\frac{4}{x}\):

\[x + \frac{4}{x} \ge 2\sqrt{x \cdot \frac{4}{x}} = 2\sqrt{4} = 4\]

Equality when \(x = \frac{4}{x}\), i.e., \(x = 2\).

Problem. For \(x > 0\), minimize \(x^2 + \frac{3}{x}\).

Direct AM-GM on two terms gives \(x^2 + \frac{3}{x} \ge 2\sqrt{3x}\), which still depends on \(x\). Not useful.

Instead, split \(\frac{3}{x}\) into two copies of \(\frac{3}{2x}\):

\[x^2 + \frac{3}{2x} + \frac{3}{2x} \ge 3\sqrt[3]{x^2 \cdot \frac{3}{2x} \cdot \frac{3}{2x}} = 3\sqrt[3]{\frac{9}{4}}\]

Equality when \(x^2 = \frac{3}{2x}\), i.e., \(x = \sqrt[3]{\frac{3}{2}}\).

Key insight: Split terms so that when you set all AM-GM arguments equal, the variable cancels inside the product. The number of copies controls the exponents in the equality condition.


Cauchy-Schwarz Inequality

Theorem. For real numbers \(a_1, \ldots, a_n\) and \(b_1, \ldots, b_n\):

\[(a_1^2 + a_2^2 + \cdots + a_n^2)(b_1^2 + b_2^2 + \cdots + b_n^2) \ge (a_1 b_1 + a_2 b_2 + \cdots + a_n b_n)^2\]

Equality if and only if \(\frac{a_1}{b_1} = \frac{a_2}{b_2} = \cdots = \frac{a_n}{b_n}\) (or some \(b_i = 0\) with corresponding \(a_i = 0\)).

Proof Sketch (Vectors)

Think of \(\mathbf{a} = (a_1, \ldots, a_n)\) and \(\mathbf{b} = (b_1, \ldots, b_n)\) as vectors. Then:

\[|\mathbf{a}|^2 |\mathbf{b}|^2 \ge (\mathbf{a} \cdot \mathbf{b})^2\]

This is \(|\mathbf{a}||\mathbf{b}| \ge |\mathbf{a} \cdot \mathbf{b}|\), which says the dot product is at most the product of the magnitudes. Geometrically: \(\cos\theta \le 1\).

Example 4

Problem. If \(a^2 + b^2 = 1\), find the maximum of \(3a + 4b\).

By Cauchy-Schwarz:

\[(a^2 + b^2)(3^2 + 4^2) \ge (3a + 4b)^2\]
\[(1)(25) \ge (3a + 4b)^2\]
\[3a + 4b \le 5\]

Equality when \(\frac{a}{3} = \frac{b}{4}\), i.e., \(a = \frac{3}{5}, b = \frac{4}{5}\).

Maximum is \(\boxed{5}\).


Engel Form (Titu's Lemma)

The Engel form of Cauchy-Schwarz is the most useful version for competitions.

Theorem (Titu's Lemma). For positive reals \(a_i\) and positive reals \(b_i\):

\[\frac{a_1^2}{b_1} + \frac{a_2^2}{b_2} + \cdots + \frac{a_n^2}{b_n} \ge \frac{(a_1 + a_2 + \cdots + a_n)^2}{b_1 + b_2 + \cdots + b_n}\]

Equality when \(\frac{a_1}{b_1} = \frac{a_2}{b_2} = \cdots = \frac{a_n}{b_n}\).

Why This Form Is Powerful

It turns a sum of fractions into a single fraction. Whenever you see \(\sum \frac{(\text{something})^2}{\text{something else}}\), Titu's Lemma should be your first thought.

Example 5

Problem. Positive reals \(a, b, c\) satisfy \(a + b + c = 12\). Find the minimum of \(\frac{a^2}{b} + \frac{b^2}{c} + \frac{c^2}{a}\).

By Titu's Lemma:

\[\frac{a^2}{b} + \frac{b^2}{c} + \frac{c^2}{a} \ge \frac{(a + b + c)^2}{b + c + a} = \frac{144}{12} = 12\]

Equality when \(\frac{a}{b} = \frac{b}{c} = \frac{c}{a}\), which gives \(a = b = c = 4\).

Minimum is \(\boxed{12}\).

Example 6 (Competition Style)

Problem. For positive reals \(x, y, z\) with \(xyz = 1\), prove:

\[\frac{x^2}{y + z} + \frac{y^2}{z + x} + \frac{z^2}{x + y} \ge \frac{3}{2}\]

By Titu's Lemma:

\[\frac{x^2}{y + z} + \frac{y^2}{z + x} + \frac{z^2}{x + y} \ge \frac{(x + y + z)^2}{(y+z) + (z+x) + (x+y)} = \frac{(x+y+z)^2}{2(x+y+z)} = \frac{x+y+z}{2}\]

By AM-GM for three variables: \(\frac{x + y + z}{3} \ge \sqrt[3]{xyz} = 1\), so \(x + y + z \ge 3\).

Therefore:

\[\frac{x+y+z}{2} \ge \frac{3}{2}\]

Power Mean Inequality

The Power Mean inequality unifies AM-GM and extends it to a whole family of means.

For positive reals \(a_1, \ldots, a_n\), define the power mean of order \(p\):

\[M_p = \left(\frac{a_1^p + a_2^p + \cdots + a_n^p}{n}\right)^{1/p}\]

Special cases:

\(p\) Name Formula (for \(n=2\))
\(-1\) Harmonic Mean (HM) \(\frac{2}{\frac{1}{a} + \frac{1}{b}}\)
\(0\) (limit) Geometric Mean (GM) \(\sqrt{ab}\)
\(1\) Arithmetic Mean (AM) \(\frac{a+b}{2}\)
\(2\) Quadratic Mean (QM) \(\sqrt{\frac{a^2+b^2}{2}}\)

Power Mean Inequality: If \(p < q\), then \(M_p \le M_q\). In particular:

\[\text{HM} \le \text{GM} \le \text{AM} \le \text{QM}\]

Equality throughout if and only if \(a_1 = a_2 = \cdots = a_n\).

Numerical Check

Let \(a = 3, b = 12\).

  • \(\text{HM} = \frac{2}{\frac{1}{3} + \frac{1}{12}} = \frac{2}{\frac{5}{12}} = \frac{24}{5} = 4.8\)
  • \(\text{GM} = \sqrt{36} = 6\)
  • \(\text{AM} = \frac{15}{2} = 7.5\)
  • \(\text{QM} = \sqrt{\frac{9 + 144}{2}} = \sqrt{76.5} \approx 8.75\)

Indeed \(4.8 \le 6 \le 7.5 \le 8.75\).

When to Use Which Mean

Situation Mean Why
Sum is fixed, bound product AM \(\ge\) GM Product \(\le (\text{AM})^n\)
Product is fixed, bound sum GM \(\le\) AM Sum \(\ge n \cdot \text{GM}\)
Sum of reciprocals appears HM \(\le\) AM Reciprocal sums are bounded by AM
Sum of squares appears QM \(\ge\) AM Squares bounded below by AM
Rates/speeds problems HM Average speed is harmonic mean of speeds

Summary Table

Inequality Statement Equality condition Use when
AM-GM (\(n=2\)) \(\frac{a+b}{2} \ge \sqrt{ab}\) \(a = b\) Sum-product optimization
AM-GM (\(n\) vars) \(\text{AM} \ge \text{GM}\) All equal Multi-variable optimization
Cauchy-Schwarz \((\sum a_i^2)(\sum b_i^2) \ge (\sum a_i b_i)^2\) \(a_i/b_i\) constant Max of linear expression given quadratic constraint
Titu's Lemma \(\sum \frac{a_i^2}{b_i} \ge \frac{(\sum a_i)^2}{\sum b_i}\) \(a_i/b_i\) constant Sum of squared-over-linear terms
Power Mean \(M_p \le M_q\) for \(p < q\) All equal Relating different types of averages

Practice Problems

Problem 1. For \(a, b > 0\) with \(a + b = 1\), find the minimum of \(\frac{1}{a} + \frac{1}{b}\).

Problem 2. For \(x > 0\), find the minimum of \(x^3 + \frac{4}{x^3}\).

Problem 3. If \(a^2 + b^2 + c^2 = 1\), find the maximum of \(a + 2b + 3c\).

Problem 4. For positive reals \(a, b, c\), prove: \(\frac{a}{b+c} + \frac{b}{a+c} + \frac{c}{a+b} \ge \frac{3}{2}\).

Problem 5. The harmonic mean of two positive numbers is \(4\) and their AM is \(9\). Find the two numbers.

Solution 1

By Titu's Lemma: \(\frac{1}{a} + \frac{1}{b} = \frac{1^2}{a} + \frac{1^2}{b} \ge \frac{(1+1)^2}{a+b} = \frac{4}{1} = 4\).

Equality when \(\frac{1}{a} = \frac{1}{b}\), i.e., \(a = b = \frac{1}{2}\). Minimum is \(4\).

Solution 2

By AM-GM: \(x^3 + \frac{4}{x^3} \ge 2\sqrt{x^3 \cdot \frac{4}{x^3}} = 2\sqrt{4} = 4\).

Equality when \(x^3 = \frac{4}{x^3}\), i.e., \(x^6 = 4\), \(x = \sqrt[6]{4} = 2^{1/3}\). Minimum is \(4\).

Solution 3

By Cauchy-Schwarz: \((a^2+b^2+c^2)(1^2+2^2+3^2) \ge (a+2b+3c)^2\).

\((1)(14) \ge (a+2b+3c)^2\), so \(a + 2b + 3c \le \sqrt{14}\).

Equality when \(\frac{a}{1} = \frac{b}{2} = \frac{c}{3} = t\). Then \(t^2 + 4t^2 + 9t^2 = 1\), \(14t^2 = 1\), \(t = \frac{1}{\sqrt{14}}\). Maximum is \(\sqrt{14}\).

Solution 4

Write \(\frac{a}{b+c} = \frac{a^2}{a(b+c)}\). By Titu's Lemma:

\[\frac{a^2}{a(b+c)} + \frac{b^2}{b(a+c)} + \frac{c^2}{c(a+b)} \ge \frac{(a+b+c)^2}{a(b+c)+b(a+c)+c(a+b)}\]

The denominator equals \(2(ab + bc + ca)\). By AM-GM, \((a+b+c)^2 \ge 3(ab+bc+ca)\).

So the RHS \(\ge \frac{3(ab+bc+ca)}{2(ab+bc+ca)} = \frac{3}{2}\).

Solution 5

Let the numbers be \(a, b\). We have \(\frac{2ab}{a+b} = 4\) and \(\frac{a+b}{2} = 9\).

From the second: \(a + b = 18\). From the first: \(ab = \frac{4 \cdot 18}{2} = 36\).

So \(a\) and \(b\) are roots of \(t^2 - 18t + 36 = 0\).

\(t = \frac{18 \pm \sqrt{324 - 144}}{2} = \frac{18 \pm \sqrt{180}}{2} = 9 \pm 3\sqrt{5}\).

The two numbers are \(9 + 3\sqrt{5}\) and \(9 - 3\sqrt{5}\).