QAM: Quadratic-Accurate Checkpoint Merging via Sequential Consistency

📅 2026-09-28
📈 Citations: 0
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🤖 AI Summary
This study addresses the inability of checkpoint merging to accurately reconstruct the terminal state of sequence training by proposing a second-order precision merging algorithm. Methodologically, the approach achieves high-fidelity model weight fusion through convex combination, gradient descent trajectory analysis, and moment condition matching techniques. Theoretically, it establishes information-theoretic limits and derives a unique optimal coefficient rule. Experimental results demonstrate that the proposed method significantly outperforms the WSM baseline under long context windows. Beyond establishing theoretical reconstruction bounds, this work provides a principled criterion for solving merging coefficients that balances optimal error rates with practical applicability.
📝 Abstract
Saved checkpoints record states along a training trajectory, but generally do not determine the updates at states that would be visited under a different schedule. We study how accurately these checkpoints can reconstruct the endpoint of a sequential reference with prescribed update strengths. Under a common local transition model, two checkpoint-index moment conditions characterize all convex merges that agree with this reference through second order. We then prove an information limit that for nondegenerate profiles, no algorithm using only a fixed-length gradient-descent (GD) history with step size $h$ can achieve $o(h^3)$ endpoint error uniformly over a fixed class of smooth, strongly convex losses. The lower bound follows from two losses with identical GD checkpoint histories but sequential reference endpoints separated by $\Omega(h^3)$. \textbf{Quadratic-Accurate Merging} (QAM) achieves a matching uniform $O(h^3)$ endpoint error bound. Its explicit coefficients also define the unique profile-dependent merge that exactly matches the sequential GD reference across all fixed quadratic objectives. Across two public Adam checkpoint trajectories (SmolLM3-3B and OpenEuroLLM-Prelude-9B), three windows and three profiles per model, and 15 tasks, QAM shows mixed results for short windows and broader advantages over \textbf{Warmup-Stable and Merge} (WSM) for longer windows. Matched-moment GSM8K diagnostics further show that local consistency alone does not fully determine downstream scores. These results characterize the reconstruction limits of saved histories, provide a coefficient rule that attains the optimal rate, and assess its practical utility.
Problem

Research questions and friction points this paper is trying to address.

checkpoint merging
training trajectory reconstruction
endpoint error
sequential consistency
information limit
Innovation

Methods, ideas, or system contributions that make the work stand out.

Checkpoint Merging
Quadratic-Accurate Merging
Sequential Consistency
Information Limit
Model Merging
S
Shihao Wang
University of Wisconsin – Madison
R
Rui Kong
Baidu Inc.
X
Xinran Chen
Baidu Inc.
H
Hui Wu
Baidu Inc.
Q
Qipeng Qian
University of Arizona
J
Jinman Zhao
University of Toronto
J
Jiashu Zhao
Wilfrid Laurier University
Y
Yuchen Li
Baidu Inc.
J
Jimmy Huang
York University
Dawei Yin
Dawei Yin
Senior Director, Head of Search Science at Baidu
Machine LearningWeb MiningData Mining