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ARXIV:2603.26554 · LLM TRAINING · SUBMITTED 30 MAR · 23:58 UTC · FRESHNESS STALE
ARXIV:2603.26554LLM TRAININGSUBMITTED 30 MAR · 23:58 UTCFRESHNESS STALEJuno Kim · Eshaan Nichani · Denny Wu · Alberto Bietti · Jason D. Lee · arXiv
This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD.
Opportunity summary
Pain This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD.
Evidence 65 refs | 3 sources | 50% coverage
Blocker Evidence unverified
This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD. We study this question through the linear associative memory problem, a tractable model for factual…
Spectral optimizers such as Muon have recently shown strong empirical performance in large-scale language model training, but the source and extent of their advantage remain poorly understood. We study this question through the linear…
ScienceToStartup currently rates this 3.0/10 on the public viability pass. Our main result sharply characterizes the recovery rates of one step of Muon and SGD on the logistic regression loss under a power law…
LLM Training moved forward this cycle; last verified April 2026. Public score 3.0/10.
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This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD.
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10.48550/arXiv.2603.26554This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD.
Abstract
Spectral optimizers such as Muon have recently shown strong empirical performance in large-scale language model training, but the source and extent of their advantage remain poorly understood. We study this question through the linear associative memory problem, a tractable model for factual recall in transformer-based models. In particular, we go beyond orthogonal embeddings and consider Gaussian inputs and outputs, which allows the number of stored associations to greatly exceed the embedding dimension. Our main result sharply characterizes the recovery rates of one step of Muon and SGD on the logistic regression loss under a power law frequency distribution. We show that the storage capacity of Muon significantly exceeds that of SGD, and moreover Muon saturates at a larger critical batch size. We further analyze the multi-step dynamics under a thresholded gradient approximation and show that Muon achieves a substantially faster initial recovery rate than SGD, while both methods eventually converge to the information-theoretic limit at comparable speeds. Experiments on synthetic tasks validate the predicted scaling laws. Our analysis provides a quantitative understanding of the signal amplification of Muon and lays the groundwork for establishing scaling laws across more practical language modeling tasks and optimizers.
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Proof status
unverified65 refs; 3 sources; 50% coverage.
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PROBLEM
This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD. We study this question through the linear associative memory problem, a tractable model for factual recall in transformer-based...
METHOD
Spectral optimizers such as Muon have recently shown strong empirical performance in large-scale language model training, but the source and extent of their advantage remain poorly understood. We study this question through the linear associative memory problem, a tractable mode...
RESULT
ScienceToStartup currently rates this 3.0/10 on the public viability pass. Our main result sharply characterizes the recovery rates of one step of Muon and SGD on the logistic regression loss under a power law frequency distribution.
WHY NOW
LLM Training moved forward this cycle; last verified April 2026. Public score 3.0/10.
Muon storesd 1+ 1/2α items (Theorem 3), whereas GD stores onlyd 1/2α items (Theorem 5).
This is a central finding explicitly stated in the abstract and supported by Figure 2a and Theorem 3 vs Theorem 5.
partial
Muon saturates at a larger critical batch size.
Stated in the abstract and supported by Figure 1b and the text discussing critical batch sizes.
partial
Muon achieves a substantially faster initial recovery rate than SGD
This is a key finding from the multi-step analysis, explicitly mentioned in the abstract and supported by Theorem 10.
partial
the one-step Muon update W1 ∝h λ(G0)recovers all items up to i≲min{n i⋆, B 1/α (logd) − 1/α }
This is a specific theoretical result with a precise bound provided in Theorem 3.
partial
Within this scheme, gradient descent corresponds to h(z) =z, while exact Muon corresponds to h(z) = sign(z).
This defines the general framework for spectral optimizers and specifies the forms for GD and Muon.
partial
Muon storesd 1+ 1/2α items (Theorem 3)
This is a precise theoretical result derived in the paper, stated in the abstract and supported by Theorem 3.
partial
for the first⌈2α⌉steps, the recovery exponent of SGD increases linearly u
This is a specific theoretical limitation identified for SGD in multi-step recovery, detailed in Theorem 10.
partial
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This paper theoretically analyzes spectral optimizers for associative memory recall in language models, showing potential capacity advantages over SGD.
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OpportunityKernel evidence_receipt
65 refs / 3 sources / 50% coverage
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Evidence
65 references, 3 sources, 50% evidence coverage.
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