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ChatQA 2: Bridging the Gap to Proprietary LLMs in Long Context and RAG Capabilities

ICLR 2025 · Large language models › Language, safety and interpretability · approach: LLM unlearning and benchmarks · 0 citations (OpenAlex)

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Extends Llama3-70B to a 128K context via continued pretraining and a three-stage instruction tuning recipe, then compares its long-context and RAG performance against GPT-4-Turbo and other long-context LLMs, releasing weights, data and recipe.

Problem

Open-access LLMs lag proprietary models on real-world long-context understanding and RAG, and prior long-context models lack reproducible training recipes and are mainly evaluated on synthetic tasks; it is also unclear whether long-context LLMs or RAG is better for a given input length.

Approach

Continued pretraining of Llama3 base from 8K to 128K with upsampled long documents and a RoPE base of 150M, followed by three-stage instruction tuning (including synthetic 32K-128K NarrativeQA-based SFT data), paired with the E5-mistral long-context retriever and a study showing RAG with many retrieved chunks beats direct long-context input.

Key results

Measured effects reported in the paper

What was changedWhereMeasuredEffect
Use ChatQA 2 instead of GPT-4-Turbo-2024-04-09Llama3-ChatQA-2-70B · InfiniteBench, >100K (Avg.)average score: 33.16 -> 41.04Helped
Use ChatQA 2 instead of GPT-4-Turbo-2024-04-09Llama3-ChatQA-2-70B · 32K long-context benchmarks (Avg.)average score: 51.93 -> 48.15Hurt
Use ChatQA 2 instead of GPT-4-Turbo-2024-04-09Llama3-ChatQA-2-70B · ChatRAG Bench, 4K (Avg. w/o HDial)average F1: 54.72 -> 56.30Helped
Use RAG with top-30 chunks instead of direct long contextLlama3-ChatQA-2-70B · InfiniteBench, En.QA and En.MC (>100K)average accuracy: 64.29 -> 64.55Helped
Use RAG with top-5 chunks of size 1200 instead of direct long contextLlama3-ChatQA-2-70B · 32K long-context benchmarks (Avg.)average score: 48.15 -> 47.59Hurt
Replace E5-Mistral with NV-emb-v2 (ablation)Llama3-ChatQA-2-70B with RAG · 32K long-context benchmarksaverage score: 47.59 -> 46.43No clear effect
Replace E5-Mistral with NV-emb-v2 (ablation)Llama3-ChatQA-2-70B with RAG · InfiniteBench En.MC and En.QAaccuracy and F1: 73.80 -> 74.24; 40.66 -> 41.19Mixed
Use three-stage instruction tuning instead of all-in-one-stage training (ablation)Llama3-ChatQA-2-8B · ChatRAG Bench, 4Kaverage score: 48.55 -> 52.50Helped
Use three-stage instruction tuning instead of all-in-one-stage training (ablation)Llama3-ChatQA-2-8B · 32K long-context benchmarksaverage score: 40.69 -> 39.41Hurt
Use three-stage instruction tuning instead of all-in-one-stage training (ablation)Llama3-ChatQA-2-8B · InfiniteBench, >100Kaverage score: 35.07 -> 35.59Helped
Add 1.6M broad-topic SFT samples (ablation)Llama3-ChatQA-2-8B · ChatRAG Bench, 4Kaverage score: 48.79 -> 53.79Helped
Add 1.6M broad-topic SFT samples (ablation)Llama3-ChatQA-2-8B · 32K long-context benchmarksaverage score: 42.42 -> 42.05No clear effect

Surprising findings

Limitations

Experimental setup

Datasets: SlimPajama LongAlpaca12k OpenOrca Long-Data-Collections NarrativeQA ChatRAG Bench training blend

Benchmarks: InfiniteBench (En.Sum, En.QA, En.MC, En.Dia) SCROLLS and LongBench (QMSum, Qasper, QuALITY, MuSiQue, HotpotQA, MultiFieldQA) ChatRAG Bench Needle In A Haystack GSM8K MMLU HumanEval MT-Bench

Metrics: F1 ROUGE exact match accuracy

Baselines: GPT-4-Turbo-2024-04-09 Qwen2-72B-Instruct Llama3.1-70B-Instruct Llama3.1-8B-Instruct Llama-3-70B-Instruct-Gradient-262k Claude 2 Llama3-ChatQA-1.5-70B

Builds on: ChatQA 1.5 Llama 3 E5-mistral YaRN InfiniteBench

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