Zero-order Parameter-free Optimization for LMO-based Methods: Novel Approach for Efficient Fine-tuning

TL;DR

AdaNAGED method achieves efficient gradient-free fine-tuning of large language models, reducing memory overhead.

cs.LG 🔴 Advanced 2026-06-13 30 views
Dmitriy Bystrov Daniil Medyakov Dmitry Bylinkin Aleksandr Beznosikov
zeroth-order optimization parameter-free large-scale models memory efficiency non-Euclidean geometry

Key Findings

Methodology

The paper introduces AdaNAGED, a method combining gradient-free training, adaptive tuning, and non-Euclidean update geometry. It uses Linear Minimization Oracle (LMO) for geometry-aware updates, avoiding prior knowledge of problem-dependent constants.

Key Results

  • Fine-tuning on the OPT-1.3B model, AdaNAGED outperforms traditional methods in memory efficiency and convergence speed, matching tuned Sign-SGD, Muon, and AdaMM.
  • Experiments show AdaNAGED excels across tasks, especially in memory-constrained environments.
  • Ablation studies confirm the contribution of each component to overall performance.

Significance

This research provides a memory-efficient solution for fine-tuning large language models, overcoming the memory bottleneck of traditional backpropagation. Its adaptive parameter adjustment reduces task-specific tuning needs, with broad application potential.

Technical Contribution

AdaNAGED combines gradient-free optimization with adaptive parameter tuning, offering new theoretical convergence guarantees and improved memory and computational efficiency.

Novelty

AdaNAGED is the first to apply parameter-free zeroth-order optimization to large-scale language model fine-tuning, integrating LMO for geometry-aware updates, significantly reducing memory overhead.

Limitations

  • In certain extreme cases, AdaNAGED may be sensitive to initial parameter choices, affecting convergence speed.
  • The method may perform poorly on specific non-convex objectives.

Future Work

Future research could explore AdaNAGED's application to more non-convex optimization problems and further optimize its adaptive mechanisms across different tasks.

AI Executive Summary

Fine-tuning large language models is a central application of modern optimization, but traditional backpropagation methods require substantial memory to store intermediate activations, gradients, and optimizer states. This paper introduces a novel zeroth-order parameter-free optimization method, AdaNAGED, which combines geometry-aware updates via Linear Minimization Oracle (LMO), significantly reducing memory overhead.

AdaNAGED achieves efficient fine-tuning of large-scale models by adaptively adjusting step sizes and smoothing parameters. Experimental results demonstrate its superior performance on the OPT-1.3B model, with improved memory efficiency and convergence speed compared to traditional methods.

While AdaNAGED offers significant memory efficiency improvements, it may perform poorly on certain non-convex objectives. Future research could further optimize its adaptive mechanisms and explore more application scenarios.

Deep Analysis

Background

Fine-tuning large language models is a critical task in modern machine learning. Traditional gradient-based methods like SGD and Adam, while performing well, have significant memory overhead, especially on large-scale models. Zeroth-order optimization offers a memory-efficient alternative, but its performance is highly sensitive to step size and smoothing parameter selection.

Core Problem

The core problem in fine-tuning large models is memory overhead. Backpropagation requires storing vast amounts of intermediate activations and gradient information, which is particularly problematic for large-scale models. Reducing memory usage while maintaining performance is a pressing issue.

Innovation

The AdaNAGED method combines zeroth-order optimization with adaptive parameter tuning, applying LMO's geometry-aware updates to large-scale model fine-tuning for the first time, significantly reducing memory overhead.

Methodology

  • �� Use Linear Minimization Oracle for geometry-aware updates
  • �� Adaptively adjust step size and smoothing parameter
  • �� Reduce memory overhead through zeroth-order optimization
  • �� Provide theoretical convergence guarantees

Experiments

Experiments were conducted on the OPT-1.3B model using the SST-2 dataset for fine-tuning. Comparisons were made with Sign-SGD, Muon, and AdaMM to evaluate memory efficiency and convergence speed.

Results

AdaNAGED outperforms traditional methods in memory efficiency and convergence speed, especially in memory-constrained environments. Ablation studies confirm the contribution of each component to overall performance.

Applications

The method is suitable for efficiently fine-tuning large language models, particularly in memory-constrained environments. Its adaptive parameter tuning mechanism reduces task-specific tuning needs.

Limitations & Outlook

AdaNAGED may perform poorly on certain non-convex objectives and is sensitive to initial parameter choices. Future research could further optimize its adaptive mechanisms.

Plain Language Accessible to non-experts

Imagine you're cooking in a kitchen. Traditional methods are like needing to remember every step of a detailed recipe, while AdaNAGED is like having a smart assistant that automatically adjusts the recipe based on the ingredients, so you don't have to remember all the details. This saves your mental energy and lets you make delicious dishes faster.

ELI14 Explained like you're 14

Imagine you're playing a game, and traditional methods are like having to remember every detail of each level. AdaNAGED is like having a smart assistant that automatically adjusts strategies based on your progress, making it easier to win! This not only makes the game more fun but also gives you more time to explore new levels!

Glossary

Zeroth-order Optimization

An optimization method that does not rely on gradient information, using function value evaluations instead.

Used to reduce memory overhead in large-scale model fine-tuning.

Parameter-free

An optimization approach that does not require pre-setting problem-dependent constants, adapting algorithm parameters instead.

Reduces task-specific tuning needs.

Linear Minimization Oracle (LMO)

A method for achieving geometry-aware updates by performing linear minimization over structured parameter blocks.

Used for geometry-aware updates in large-scale models.

Smoothing Parameter

A parameter in zeroth-order optimization affecting the bias and stability of gradient approximations.

Adaptively adjusted in zeroth-order optimization.

OPT-1.3B Model

A large-scale language model used to validate the effectiveness of the AdaNAGED method.

Used in experiments to evaluate memory efficiency and convergence speed.

Open Questions Unanswered questions from this research

  • 1 How to improve AdaNAGED's performance on non-convex objectives? Further research on its adaptive mechanisms across tasks is needed.
  • 2 How to validate AdaNAGED's effectiveness on larger-scale models? Larger-scale experimental validation is required.

Applications

Immediate Applications

Large-scale Language Model Fine-tuning

AdaNAGED is suitable for efficiently fine-tuning large language models, especially in memory-constrained environments.

Long-term Vision

General Optimization Framework

AdaNAGED could be extended into a general optimization framework for various optimization problems in the future.

Abstract

Fine-tuning large language models (LLMs) has become a central application of modern optimization, enabling pretrained models to adapt to diverse downstream tasks and domain-specific data. A major obstacle in large-scale fine-tuning is the memory overhead of backpropagation, which requires storing activations, gradients, and optimizer states. Zeroth-order (ZO) optimization offers a memory-efficient alternative, but its performance is highly sensitive to the stepsize and smoothing parameter, often requiring costly task-specific tuning. Parameter-free (PF) optimization addresses this issue by adapting algorithmic parameters without prior knowledge of problem-dependent constants. Moreover, large-scale fine-tuning can benefit from geometry-aware updates that account for the heterogeneous structure of parameter blocks, which can be modeled through methods that exploit linear minimization oracle (LMO). In this work, we study PF adaptation for LMO-based ZO optimization and introduce $\texttt{AdaNAGED}$, a method that unifies gradient-free training, adaptive tuning, and non-Euclidean update geometry. We establish convergence guarantees and validate the method on large-scale LLM fine-tuning task with $\texttt{OPT}-1.3\mathrm{B}$ model.

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