🤖 AI Summary
This work addresses the convergence difficulties and inadequate handling of parameter heterogeneity inherent in sign-based optimizers, which stem from their fixed-magnitude updates. To overcome these limitations, the authors propose SoftSignum and SoftMuon optimizers that employ a temperature-controlled soft sign transformation, enabling a smooth transition from hard sign updates to gradient-magnitude-sensitive updates. By integrating adaptive quantile-based temperature scheduling, matrix manifold extensions, and a geometric relaxation framework grounded in strongly convex regularization and Fenchel conjugacy, the study establishes the first convergence guarantees for sign-based optimization under non-convex stochastic settings. Experimental results demonstrate that the proposed methods significantly outperform conventional sign optimizers and AdamW in large language model pretraining, achieving superior convergence stability and final model performance.
📝 Abstract
Sign-based and LMO-inspired optimizers have recently attracted substantial attention in deep learning due to their strong performance and low memory footprint. However, their fixed-magnitude updates can hurt terminal convergence: they decouple update mechanisms from gradient magnitudes and fail to account for parameter heterogeneity, often leading to oscillation rather than convergence. We propose SoftSignum, a smooth relaxation of sign-based optimization that replaces the hard sign map with a temperature-controlled soft-sign transformation, enabling a parameter-wise transition from sign-like updates to magnitude-sensitive SGD-like steps. We complement it with an adaptive quantile-based temperature schedule and extend the same principle to matrix-valued optimizers, obtaining SoftMuon. We also develop a generalized geometry-relaxation framework based on strongly convex regularizers and Fenchel conjugates, proving convergence in stochastic non-convex setting. Experiments on diverse deep learning tasks, including LLM pretraining, show that SoftSignum and SoftMuon consistently improve over their hard sign-based counterparts and standard AdamW.