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Where Does Warm-Up Come From? Adaptive Scheduling for Norm-Constrained Optimizers
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Proposes a suboptimality-dependent generalized smoothness assumption for LMO-based optimizers (Muon, Lion, normSGD) that yields a theoretical warm-up-then-decay learning rate schedule and a practical adaptive warm-up scheduler that sets its own warm-up length.
Problem
Learning rate warm-up is used ubiquitously for norm-constrained (LMO-based) optimizers but lacks theoretical justification, and its duration is typically hand-tuned.
Approach
Assume local smoothness of the LMO gradient-change ratio is K(x)=K0+K1*Delta+K_rho*Delta^rho, which gives a step size eta=Delta/(D*K(x)) that naturally warms up and then decays; a practical scheduler fits a rational schedule to a warmup+decay target via three constraints and a Gaussian-weighted matching over Delta'.
Key results
- On LLaMA 124M with Muon (bs=32), the adaptive scheduler matches or beats the best manually tuned warm-up length without grid search.
- On Swin-B ImageNet-1K with Muon, the adaptive scheduler surpasses the best manually tuned top-1 accuracy.
- Ablations show any target loss f* in [3.0, 4.0] and sigma_F^2 in [1e-3, 3e-3] outperform the best manual warm-up on LLaMA 124M.
Surprising findings
- Very small Frobenius variance (sigma_F^2 <= 1e-4) degrades performance, and the method is sensitive to extreme target loss values (f*=0 or >=5).
Limitations
- Requires a prior estimate of the target loss f*, which the paper says is the only parameter needing task knowledge.
- Theory relies on global assumptions (star-convexity, bounded iterates); stochastic results need interpolation and bounded suboptimality M.
- Experiments are limited to small LLaMA models (124M/210M) and one vision setting; the empirical Lion/Muon results rely on a few hyperparameter choices.
Experimental setup
Datasets: FineWeb ImageNet-1K
Benchmarks: FineWeb validation loss ImageNet-1K top-1 accuracy
Metrics: validation loss top-1 accuracy
Baselines: manually tuned linear warm-up + cosine decay WSD WSO
Builds on: Muon Lion (L0,L1)-smoothness Edge of Stability Schedule-Free WSD schedule
Closest papers by meaning
- MGUP: A Momentum-Gradient Alignment Update Policy for Stochastic Optimization (NeurIPS 2025 · similarity 0.87)
- The Surprising Agreement Between Convex Optimization Theory and Learning-Rate Scheduling for Large Model Training (ICML 2025 · similarity 0.87)
- Analyzing & Reducing the Need for Learning Rate Warmup in GPT Training (NeurIPS 2024 · similarity 0.87)
- Why Warmup the Learning Rate? Underlying Mechanisms and Improvements (NeurIPS 2024 · similarity 0.85)
- When Will Gradient Regularization Be Harmful? (ICML 2024 · similarity 0.84)
- The Road Less Scheduled (NeurIPS 2024 · similarity 0.84)
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