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Towards Efficient Low-Order Hybrid Optimizer for Language Model Fine-Tuning

AAAI 2025 · Architectures and efficiency › Pruning and efficient tuning · approach: Adapter-based parameter-efficient tuning

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Proposes LoHO, a low-order hybrid optimizer that combines MeZO (zeroth-order) with first-order optimizers at the layer level (shallow layers ZO, deep layers FO) and weight level (random subset of each layer FO), with gradient-norm-based learning rate customization, to improve MeZO accuracy and convergence within a fixed memory budget.

Problem

Fine-tuning large language models with first-order optimizers requires high memory, while the memory-efficient zeroth-order optimizer MeZO suffers accuracy drops and slow convergence.

Approach

Hybridize ZO and FO optimization: use FO on deep layers (avoiding caching/backprop through shallow layers) and ZO on shallow layers (inter-layer), or split each layer's weights randomly between FO and ZO updates with sparse storage (intra-layer), and scale ZO vs FO learning rates by gradient Frobenius norm differences, using leftover GPU memory to improve MeZO.

Key results

Measured effects reported in the paper

What was changedWhereMeasuredEffect
Use inter-layer hybrid optimization instead of MeZO aloneOPT-13B fine-tuning · RTE, CB, BoolQ, WIC, and MultiRCaverage accuracy: +2.9% (LoHO-SGDinter) and +4.3% (LoHO-Adaminter)Helped
Use inter-layer hybrid optimization instead of MeZO aloneOPT-30B fine-tuning · RTE, BoolQ, and WICaverage accuracy: 63.3 -> 65.7; 63.3 -> 66.8Helped
Use inter-layer hybrid optimization with Adam rather than SGDLoHO fine-tuning · RoBERTa-large, SST-2, RTE, MNLI, and SNLIaverage accuracy: 85.2 -> 86.7Helped
Use hybrid optimization rather than only the FO optimizer (ablation)Inter-layer LoHO · RoBERTa-large, MNLI and RTEaccuracyHelped
Set separate learning rates for the ZO and FO optimizers rather than equal learning rates (ablation)Inter-layer LoHO · RoBERTa-large, MNLI and RTEaccuracyHelped
Use random selection instead of absolute-min or absolute-max parameter selection (ablation)Intra-layer LoHO · RoBERTa-large, MNLI and RTEaccuracyNo clear effect
Increase the ratio of FO-optimized parameters (ablation)Intra-layer LoHO · RoBERTa-large, MNLIaccuracy: 78.3, 79.9, 81.2, 81.7, 81.9, 82.2, 82.6, 83.2Helped
Use 60% rather than 100% FO-optimized parameters (ablation)Intra-layer LoHO · RoBERTa-large, MNLIaccuracy: 82.6; 83.2No clear effect
Place FO-optimized layers in deeper layers rather than shallow layers (ablation)Inter-layer LoHO-Adam · RoBERTa-large, MNLIaccuracyHelped
Increase the number of FO-optimized deep layers (ablation)Inter-layer LoHO-Adam · RoBERTa-large, MNLIaccuracyHelped
Use LoHO instead of MeZORoBERTa-large fine-tuning · MNLI and RTEconvergence rateHelped
Use LoHO-Adaminter rather than LoHO-SGDinterRoBERTa-large fine-tuning · MNLI and RTEconvergence rateHelped

Surprising findings

Limitations

Experimental setup

Datasets: SST-2 RTE MNLI SNLI BoolQ CB MultiRC WIC

Benchmarks: SST-2 RTE MNLI SNLI BoolQ CB MultiRC WIC

Metrics: accuracy peak GPU memory (GB) training loss vs steps and time

Baselines: Zero-shot ICL MeZO MeZO-Adam Full FT (SGD) Full FT (Adam)

Builds on: MeZO SPSA Adam AdamW

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