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| 1 | +# SPDX-FileCopyrightText: Copyright (c) 2026 NVIDIA CORPORATION & AFFILIATES. All rights reserved. |
| 2 | +# SPDX-License-Identifier: Apache-2.0 |
| 3 | +# |
| 4 | +# Licensed under the Apache License, Version 2.0 (the "License"); |
| 5 | +# you may not use this file except in compliance with the License. |
| 6 | +# You may obtain a copy of the License at |
| 7 | +# |
| 8 | +# http://www.apache.org/licenses/LICENSE-2.0 |
| 9 | +# |
| 10 | +# Unless required by applicable law or agreed to in writing, software |
| 11 | +# distributed under the License is distributed on an "AS IS" BASIS, |
| 12 | +# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. |
| 13 | +# See the License for the specific language governing permissions and |
| 14 | +# limitations under the License. |
| 15 | +from typing import TYPE_CHECKING, Callable, override |
| 16 | + |
| 17 | + |
| 18 | +if TYPE_CHECKING: |
| 19 | + from typing import overload |
| 20 | + |
| 21 | +import torch |
| 22 | +from torch import optim |
| 23 | +from torch.optim.optimizer import ParamsT |
| 24 | + |
| 25 | +from emerging_optimizers import mixin as opt_mixin |
| 26 | +from emerging_optimizers import registry, utils |
| 27 | +from emerging_optimizers.scalar_optimizers import update_functions |
| 28 | +from emerging_optimizers.soap import soap_utils |
| 29 | +from emerging_optimizers.soap.soap import _clip_update_rms_in_place |
| 30 | + |
| 31 | + |
| 32 | +__all__ = ["MOSO"] |
| 33 | + |
| 34 | + |
| 35 | +@registry.register_optimizer("moso") |
| 36 | +class MOSO(opt_mixin.WeightDecayMixin, optim.Optimizer): |
| 37 | + r"""Momentum One-Sided SOAP. |
| 38 | +
|
| 39 | + MOSO tracks EMA momentum like Muon, accumulates a SOAP/Shampoo-style covariance of that momentum on the |
| 40 | + smaller matrix side, and applies an Adam update in the covariance eigenbasis. |
| 41 | + Conceptually, this is one-sided SOAP where ``G_t G_t^T`` is replaced by ``M_t M_t^T`` (or ``M_t^T M_t`` for the |
| 42 | + right side), and the update is computed by projecting the momentum into the eigenbasis, applying Adam there, and |
| 43 | + projecting back: |
| 44 | +
|
| 45 | + .. math:: |
| 46 | +
|
| 47 | + C_t = \beta_s C_{t-1} + (1 - \beta_s) M_t M_t^T,\quad C_t = Q_M \Lambda_M Q_M^T |
| 48 | +
|
| 49 | + U_t = Q_M \operatorname{Adam}(Q_M^T M_t) |
| 50 | +
|
| 51 | + for the left-preconditioned case where ``M_t.shape[0] <= M_t.shape[1]``; the right-preconditioned case uses |
| 52 | + ``C_t = M_t^T M_t`` and computes ``U_t = \operatorname{Adam}(M_t Q_M) Q_M^T``. |
| 53 | +
|
| 54 | + Args: |
| 55 | + params: Iterable of parameters to optimize or dicts defining parameter groups. |
| 56 | + lr: Learning rate. |
| 57 | + momentum: EMA coefficient for the Muon-style momentum. |
| 58 | + betas: Inner Adam beta parameters ``(beta1, beta2)``. |
| 59 | + shampoo_beta: EMA coefficient for the one-sided momentum covariance. |
| 60 | + eps: Inner Adam epsilon for numerical stability. |
| 61 | + weight_decay: Weight decay coefficient. |
| 62 | + max_update_rms: Clip the update RMS to this value (0 means no clipping). |
| 63 | + """ |
| 64 | + |
| 65 | + def __init__( |
| 66 | + self, |
| 67 | + params: ParamsT, |
| 68 | + lr: float = 3e-4, |
| 69 | + momentum: float = 0.95, |
| 70 | + betas: tuple[float, float] = (0.9, 0.95), |
| 71 | + shampoo_beta: float = 0.95, |
| 72 | + eps: float = 1e-8, |
| 73 | + weight_decay: float = 0.01, |
| 74 | + *, |
| 75 | + max_update_rms: float = 0.0, |
| 76 | + ) -> None: |
| 77 | + self.weight_decay_method = "decoupled" |
| 78 | + self.max_update_rms = max_update_rms |
| 79 | + |
| 80 | + defaults = { |
| 81 | + "lr": lr, |
| 82 | + "momentum": momentum, |
| 83 | + "betas": betas, |
| 84 | + "shampoo_beta": shampoo_beta, |
| 85 | + "eps": eps, |
| 86 | + "weight_decay": weight_decay, |
| 87 | + } |
| 88 | + super().__init__(params, defaults) |
| 89 | + |
| 90 | + @torch.no_grad() # type: ignore[misc] |
| 91 | + def _init_group( |
| 92 | + self, |
| 93 | + group: dict, |
| 94 | + skip_non_grad_params: bool = True, |
| 95 | + ) -> None: |
| 96 | + """Performs lazy state initialization for 2D parameters.""" |
| 97 | + for p in group["params"]: |
| 98 | + if skip_non_grad_params and p.grad is None: |
| 99 | + continue |
| 100 | + |
| 101 | + if p.dim() != 2: |
| 102 | + raise TypeError("MOSO is only supported for 2D tensors") |
| 103 | + |
| 104 | + state = self.state[p] |
| 105 | + if len(state) == 0: |
| 106 | + rows, cols = p.shape |
| 107 | + preconditioner_size = min(rows, cols) |
| 108 | + state["step"] = 0 |
| 109 | + state["momentum_buffer"] = torch.zeros_like(p.data, dtype=torch.float32) |
| 110 | + state["exp_avg"] = torch.zeros_like(p.data, dtype=torch.float32) |
| 111 | + state["exp_avg_sq"] = torch.zeros_like(p.data, dtype=torch.float32) |
| 112 | + state["M"] = torch.zeros( |
| 113 | + preconditioner_size, |
| 114 | + preconditioner_size, |
| 115 | + device=p.device, |
| 116 | + dtype=torch.float32, |
| 117 | + ) |
| 118 | + state["Q_M"] = torch.eye(preconditioner_size, device=p.device, dtype=torch.float32) |
| 119 | + |
| 120 | + if TYPE_CHECKING: |
| 121 | + |
| 122 | + @overload |
| 123 | + def step(self, closure: None = ...) -> None: ... |
| 124 | + |
| 125 | + @overload |
| 126 | + def step(self, closure: Callable[[], float]) -> float: ... |
| 127 | + |
| 128 | + @torch.no_grad() # type: ignore[misc] |
| 129 | + @override |
| 130 | + def step(self, closure: Callable[[], float] | None = None) -> float | None: |
| 131 | + """Performs a single optimization step.""" |
| 132 | + if closure is not None: |
| 133 | + raise ValueError("closure is not supported") |
| 134 | + |
| 135 | + for group in self.param_groups: |
| 136 | + self._init_group(group) |
| 137 | + |
| 138 | + for p in group["params"]: |
| 139 | + if p.grad is None: |
| 140 | + continue # pragma: no cover |
| 141 | + |
| 142 | + grad = p.grad.to(torch.float32) |
| 143 | + state = self.state[p] |
| 144 | + curr_iter_1_based = state["step"] + 1 |
| 145 | + |
| 146 | + self._apply_weight_decay_inplace( |
| 147 | + p, |
| 148 | + grad, |
| 149 | + group["lr"], |
| 150 | + group["weight_decay"], |
| 151 | + ) |
| 152 | + |
| 153 | + state["momentum_buffer"].lerp_(grad, 1 - group["momentum"]) |
| 154 | + momentum = state["momentum_buffer"] |
| 155 | + |
| 156 | + shampoo_beta = 1 - (1 - group["shampoo_beta"]) / (1 - group["shampoo_beta"] ** curr_iter_1_based) |
| 157 | + |
| 158 | + with utils.fp32_matmul_precision("highest"): |
| 159 | + _update_one_sided_momentum_factor( |
| 160 | + momentum_factor=state["M"], |
| 161 | + momentum=momentum, |
| 162 | + shampoo_beta=shampoo_beta, |
| 163 | + ) |
| 164 | + |
| 165 | + left_preconditioned = momentum.shape[0] <= momentum.shape[1] |
| 166 | + with utils.fp32_matmul_precision("highest"): |
| 167 | + state["Q_M"], state["exp_avg"], state["exp_avg_sq"] = _update_eigenbasis_and_adam_exp_avgs( |
| 168 | + momentum_factor=state["M"], |
| 169 | + eigenbasis=state["Q_M"], |
| 170 | + exp_avg=state["exp_avg"], |
| 171 | + exp_avg_sq=state["exp_avg_sq"], |
| 172 | + left_preconditioned=left_preconditioned, |
| 173 | + use_eigh=state["step"] == 0, |
| 174 | + power_iter_steps=1, |
| 175 | + ) |
| 176 | + |
| 177 | + with utils.fp32_matmul_precision("highest"): |
| 178 | + momentum_projected = _project_to_one_sided_eigenbasis( |
| 179 | + x=momentum, |
| 180 | + eigenbasis=state["Q_M"], |
| 181 | + left_preconditioned=left_preconditioned, |
| 182 | + ) |
| 183 | + adam_update = update_functions.calculate_adam_update( |
| 184 | + momentum_projected, |
| 185 | + state["exp_avg"], |
| 186 | + state["exp_avg_sq"], |
| 187 | + betas=group["betas"], |
| 188 | + eps=group["eps"], |
| 189 | + correct_bias=True, |
| 190 | + nesterov=False, |
| 191 | + step=curr_iter_1_based, |
| 192 | + ) |
| 193 | + update = _project_from_one_sided_eigenbasis( |
| 194 | + x=adam_update, |
| 195 | + eigenbasis=state["Q_M"], |
| 196 | + left_preconditioned=left_preconditioned, |
| 197 | + ) |
| 198 | + |
| 199 | + _clip_update_rms_in_place(update, self.max_update_rms) |
| 200 | + p.add_(update, alpha=-group["lr"]) |
| 201 | + |
| 202 | + state["step"] += 1 |
| 203 | + |
| 204 | + return None |
| 205 | + |
| 206 | + |
| 207 | +@torch.no_grad() # type: ignore[misc] |
| 208 | +def _update_one_sided_momentum_factor( |
| 209 | + momentum_factor: torch.Tensor, |
| 210 | + momentum: torch.Tensor, |
| 211 | + shampoo_beta: float, |
| 212 | +) -> None: |
| 213 | + """Update the smaller-side covariance of the Muon momentum.""" |
| 214 | + left_preconditioned = momentum.shape[0] <= momentum.shape[1] |
| 215 | + maybe_transposed_momentum = momentum if left_preconditioned else momentum.T |
| 216 | + momentum_factor.lerp_(maybe_transposed_momentum @ maybe_transposed_momentum.T, 1 - shampoo_beta) |
| 217 | + |
| 218 | + |
| 219 | +@torch.no_grad() # type: ignore[misc] |
| 220 | +def _update_eigenbasis_and_adam_exp_avgs( |
| 221 | + momentum_factor: torch.Tensor, |
| 222 | + eigenbasis: torch.Tensor, |
| 223 | + exp_avg: torch.Tensor, |
| 224 | + exp_avg_sq: torch.Tensor, |
| 225 | + left_preconditioned: bool, |
| 226 | + *, |
| 227 | + use_eigh: bool, |
| 228 | + power_iter_steps: int, |
| 229 | +) -> tuple[torch.Tensor, torch.Tensor, torch.Tensor]: |
| 230 | + """Update one eigenbasis and keep Adam state aligned with that basis.""" |
| 231 | + exp_avg = _project_from_one_sided_eigenbasis( |
| 232 | + x=exp_avg, |
| 233 | + eigenbasis=eigenbasis, |
| 234 | + left_preconditioned=left_preconditioned, |
| 235 | + ) |
| 236 | + |
| 237 | + eigenbasis, exp_avg_sq = _sort_one_sided_eigenbasis_and_exp_avg_sq( |
| 238 | + momentum_factor=momentum_factor, |
| 239 | + eigenbasis=eigenbasis, |
| 240 | + exp_avg_sq=exp_avg_sq, |
| 241 | + left_preconditioned=left_preconditioned, |
| 242 | + ) |
| 243 | + |
| 244 | + if use_eigh: |
| 245 | + (updated_eigenbasis,) = soap_utils.get_eigenbasis_eigh([momentum_factor]) |
| 246 | + else: |
| 247 | + (updated_eigenbasis,) = soap_utils.get_eigenbasis_qr( |
| 248 | + [momentum_factor], |
| 249 | + [eigenbasis], |
| 250 | + power_iter_steps=power_iter_steps, |
| 251 | + ) |
| 252 | + |
| 253 | + exp_avg = _project_to_one_sided_eigenbasis( |
| 254 | + x=exp_avg, |
| 255 | + eigenbasis=updated_eigenbasis, |
| 256 | + left_preconditioned=left_preconditioned, |
| 257 | + ) |
| 258 | + return updated_eigenbasis, exp_avg, exp_avg_sq |
| 259 | + |
| 260 | + |
| 261 | +@torch.no_grad() # type: ignore[misc] |
| 262 | +def _sort_one_sided_eigenbasis_and_exp_avg_sq( |
| 263 | + momentum_factor: torch.Tensor, |
| 264 | + eigenbasis: torch.Tensor, |
| 265 | + exp_avg_sq: torch.Tensor, |
| 266 | + left_preconditioned: bool, |
| 267 | +) -> tuple[torch.Tensor, torch.Tensor]: |
| 268 | + """Sort eigenbasis slots by approximate eigenvalue and permute Adam second moments.""" |
| 269 | + approx_eigvals = utils.eig.conjugate(momentum_factor, eigenbasis, diag=True) |
| 270 | + sort_idx = torch.argsort(approx_eigvals, descending=True, stable=True) |
| 271 | + sorted_eigenbasis = eigenbasis[:, sort_idx] |
| 272 | + exp_avg_sq_dim = 0 if left_preconditioned else 1 |
| 273 | + return sorted_eigenbasis, exp_avg_sq.index_select(exp_avg_sq_dim, sort_idx) |
| 274 | + |
| 275 | + |
| 276 | +@torch.no_grad() # type: ignore[misc] |
| 277 | +def _project_to_one_sided_eigenbasis( |
| 278 | + x: torch.Tensor, |
| 279 | + eigenbasis: torch.Tensor, |
| 280 | + left_preconditioned: bool, |
| 281 | +) -> torch.Tensor: |
| 282 | + """Project a matrix into the smaller-side covariance eigenbasis.""" |
| 283 | + if left_preconditioned: |
| 284 | + return eigenbasis.T @ x |
| 285 | + return x @ eigenbasis |
| 286 | + |
| 287 | + |
| 288 | +@torch.no_grad() # type: ignore[misc] |
| 289 | +def _project_from_one_sided_eigenbasis( |
| 290 | + x: torch.Tensor, |
| 291 | + eigenbasis: torch.Tensor, |
| 292 | + left_preconditioned: bool, |
| 293 | +) -> torch.Tensor: |
| 294 | + """Project a matrix from the smaller-side covariance eigenbasis.""" |
| 295 | + if left_preconditioned: |
| 296 | + return eigenbasis @ x |
| 297 | + return x @ eigenbasis.T |
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