# Copyright (c) 2024 Keller Jordan # SPDX-License-Identifier: Apache-2.0 # DeepSpeed Team """ MIT License Copyright (c) 2024 Keller Jordan Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. """ import torch import deepspeed.comm as dist # replace torch's distributed package with deepspeed.comm to resolve deepspeed check from deepspeed.runtime import compiler from deepspeed.accelerator import get_accelerator @compiler.compile() def zeropower_via_newtonschulz5(G, steps: int): """ Newton-Schulz iteration to compute the zeroth power / orthogonalization of G. We opt to use a quintic iteration whose coefficients are selected to maximize the slope at zero. For the purpose of minimizing steps, it turns out to be empirically effective to keep increasing the slope at zero even beyond the point where the iteration no longer converges all the way to one everywhere on the interval. This iteration therefore does not produce UV^T but rather something like US'V^T where S' is diagonal with S_{ii}' ~ Uniform(0.5, 1.5), which turns out not to hurt model performance at all relative to UV^T, where USV^T = G is the SVD. """ assert G.ndim >= 2 # batched Muon implementation by @scottjmaddox, and put into practice in the record by @YouJiacheng a, b, c = (3.4445, -4.7750, 2.0315) # Use bf16 when hardware supports it; fp32 otherwise compute_dtype = torch.bfloat16 if get_accelerator().is_bf16_supported() else torch.float32 X = G.to(compute_dtype) if G.size(-2) > G.size(-1): X = X.mT # Ensure spectral norm is at most 1 X = X / (X.norm(dim=(-2, -1), keepdim=True) + 1e-7) # Perform the NS iterations for _ in range(steps): A = X @ X.mT B = b * A + c * A @ A # quintic computation strategy adapted from suggestion by @jxbz, @leloykun, and @YouJiacheng X = a * X + B @ X if G.size(-2) > G.size(-1): X = X.mT return X @compiler.compile() def zeropower_via_gram_newtonschulz(G, steps: int): """ Gram Newton-Schulz iteration for orthogonalization. Mathematically equivalent to standard Newton-Schulz but iterates on the small square Gram matrix R = X @ X.T (n x n) instead of the full rectangular X (n x m). This reduces FLOPs significantly when m >> n (typical for transformer weight matrices with aspect ratio ~5). Uses fp16 instead of bf16 for better numerical precision at the same compute cost. Includes a restart at iteration 2 to maintain stability in half-precision. Falls back to standard Newton-Schulz for square matrices (n == m) where there is no FLOP advantage. Reference: https://tridao.me/blog/2026/gram-newton-schulz/ """ assert G.ndim >= 2 a, b, c = (3.4445, -4.7750, 2.0315) # Use fp16 for better precision than bf16 when hardware supports it; fp32 otherwise compute_dtype = torch.float16 if get_accelerator().is_fp16_supported() else torch.float32 X = G.to(compute_dtype) if G.size(-2) > G.size(-1): X = X.mT n, m = X.size(-2), X.size(-1) X = X / (X.norm(dim=(-2, -1), keepdim=True) + 1e-7) # For square matrices, no FLOP advantage; use standard iteration if m <= n: for _ in range(steps): A = X @ X.mT B = b * A + c * A @ A X = a * X + B @ X if G.size(-2) > G.size(-1): X = X.mT return X # Gram NS: iterate on R = X @ X.T (n x n) instead of X (n x m) R = X @ X.mT Q = None restart_at = 2 for i in range(steps): if i == restart_at and i != 0: X = Q @ X R = X @ X.mT Q = None Z = b * R + c * R @ R if Q is None: Q = Z.clone() if Q.ndim == 2: Q.diagonal().add_(a) else: Q.diagonal(dim1=-2, dim2=-1).add_(a) else: Q = a * Q + Z @ Q if i < steps - 1 and (i + 1) != restart_at: RZ = a * R + Z @ R R = a * RZ + Z @ RZ if G.size(-2) > G.size(-1): X = X.mT @ Q.mT else: X = Q @ X return X NS_METHODS = {"standard", "gram"} @compiler.compile() def muon_update(grad, momentum, beta=0.95, ns_steps=5, nesterov=True, ns_method="gram", is_expert_group=False): orig_dtype = grad.dtype momentum.lerp_(grad, 1 - beta) update = grad.lerp_(momentum, beta) if nesterov else momentum if is_expert_group: ns_fn = zeropower_via_gram_newtonschulz if ns_method == "gram" else zeropower_via_newtonschulz5 scale = max(1, update.size(-2) / update.size(-1))**0.5 update = ns_fn(update, steps=ns_steps) * scale else: if update.ndim == 4: # for the case of conv filters update = update.view(len(update), -1) if ns_method == "gram": update = zeropower_via_gram_newtonschulz(update, steps=ns_steps) else: update = zeropower_via_newtonschulz5(update, steps=ns_steps) update *= max(1, grad.size(-2) / grad.size(-1))**0.5 if update.dtype != orig_dtype: update = update.to(orig_dtype) return update class Muon(torch.optim.Optimizer): """ Muon - MomentUm Orthogonalized by Newton-schulz https://kellerjordan.github.io/posts/muon/ Muon internally runs standard SGD-momentum, and then performs an orthogonalization post- processing step, in which each 2D parameter's update is replaced with the nearest orthogonal matrix. For efficient orthogonalization we use a Newton-Schulz iteration, which has the advantage that it can be stably run in bfloat16 on the GPU. Muon should only be used for hidden weight layers. The input embedding, final output layer, and any internal gains or biases should be optimized using a standard method such as AdamW. Hidden convolutional weights can be trained using Muon by viewing them as 2D and then collapsing their last 3 dimensions. Arguments: lr: The learning rate, in units of spectral norm per update. weight_decay: The AdamW-style weight decay. momentum: The momentum. A value of 0.95 here is usually fine. ns_method: Newton-Schulz method. "gram" (default) uses Gram NS for ~2x speedup on rectangular matrices. "standard" uses the original iteration. """ def __init__(self, params, lr=0.02, weight_decay=0, momentum=0.95, ns_method="gram"): defaults = dict(lr=lr, weight_decay=weight_decay, momentum=momentum, ns_method=ns_method) assert isinstance(params, list) and len(params) >= 1 and isinstance(params[0], torch.nn.Parameter) params = sorted(params, key=lambda x: x.size(), reverse=True) super().__init__(params, defaults) @torch.no_grad() def step(self, closure=None): loss = None if closure is not None: with torch.enable_grad(): loss = closure() for group in self.param_groups: params = group["params"] params_pad = params + [torch.empty_like(params[-1]) ] * (dist.get_world_size() - len(params) % dist.get_world_size()) for base_i in range(len(params))[::dist.get_world_size()]: if base_i + dist.get_rank() < len(params): p = params[base_i + dist.get_rank()] if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["momentum_buffer"] = torch.zeros_like(p) update = muon_update(p.grad, state["momentum_buffer"], beta=group["momentum"], ns_method=group.get("ns_method", "gram"), is_expert_group=getattr(p, 'is_expert_group', False)) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update.reshape(p.shape), alpha=-group["lr"]) dist.all_gather(params_pad[base_i:base_i + dist.get_world_size()], params_pad[base_i + dist.get_rank()]) return loss class SingleDeviceMuon(torch.optim.Optimizer): """ Muon variant for usage in non-distributed settings. """ def __init__(self, params, lr=0.02, weight_decay=0, momentum=0.95, ns_method="gram"): defaults = dict(lr=lr, weight_decay=weight_decay, momentum=momentum, ns_method=ns_method) super().__init__(params, defaults) @torch.no_grad() def step(self, closure=None): loss = None if closure is not None: with torch.enable_grad(): loss = closure() for group in self.param_groups: for p in group["params"]: if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["momentum_buffer"] = torch.zeros_like(p) update = muon_update(p.grad, state["momentum_buffer"], beta=group["momentum"], ns_method=group.get("ns_method", "gram"), is_expert_group=getattr(p, 'is_expert_group', False)) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update.reshape(p.shape), alpha=-group["lr"]) return loss def adam_update(grad, buf1, buf2, step, betas, eps): buf1.lerp_(grad, 1 - betas[0]) buf2.lerp_(grad.square(), 1 - betas[1]) buf1c = buf1 / (1 - betas[0]**step) buf2c = buf2 / (1 - betas[1]**step) return buf1c / (buf2c.sqrt() + eps) class MuonWithAuxAdam(torch.optim.Optimizer): """ Distributed Muon variant that can be used for all parameters in the network, since it runs an internal AdamW for the parameters that are not compatible with Muon. The user must manually specify which parameters shall be optimized with Muon and which with Adam by passing in a list of param_groups with the `use_muon` flag set. The point of this class is to allow the user to have a single optimizer in their code, rather than having both a Muon and an Adam which each need to be stepped. You can see an example usage below: https://github.com/KellerJordan/modded-nanogpt/blob/master/records/052525_MuonWithAuxAdamExample/b01550f9-03d8-4a9c-86fe-4ab434f1c5e0.txt#L470 ``` hidden_matrix_params = [p for n, p in model.blocks.named_parameters() if p.ndim >= 2 and "embed" not in n] embed_params = [p for n, p in model.named_parameters() if "embed" in n] scalar_params = [p for p in model.parameters() if p.ndim < 2] head_params = [model.lm_head.weight] from muon import MuonWithAuxAdam adam_groups = [dict(params=head_params, lr=0.22), dict(params=embed_params, lr=0.6), dict(params=scalar_params, lr=0.04)] adam_groups = [dict(**g, betas=(0.8, 0.95), eps=1e-10, use_muon=False) for g in adam_groups] muon_group = dict(params=hidden_matrix_params, lr=0.05, momentum=0.95, use_muon=True) param_groups = [*adam_groups, muon_group] optimizer = MuonWithAuxAdam(param_groups) ``` """ def __init__(self, param_groups): for group in param_groups: assert "use_muon" in group if group["use_muon"]: group["params"] = sorted(group["params"], key=lambda x: x.size(), reverse=True) # defaults group["lr"] = group.get("lr", 0.02) group["momentum"] = group.get("momentum", 0.95) group["weight_decay"] = group.get("weight_decay", 0) group["ns_method"] = group.get("ns_method", "gram") assert group[ "ns_method"] in NS_METHODS, f"ns_method must be one of {NS_METHODS}, got {group['ns_method']}" assert set(["params", "lr", "momentum", "weight_decay", "use_muon", "ns_method"]).issubset(set(group.keys())) else: # defaults group["lr"] = group.get("lr", 3e-4) group["betas"] = group.get("betas", (0.9, 0.95)) group["eps"] = group.get("eps", 1e-10) group["weight_decay"] = group.get("weight_decay", 0) assert set(["params", "lr", "betas", "eps", "weight_decay", "use_muon"]).issubset(set(group.keys())) super().__init__(param_groups, dict()) @torch.no_grad() def step(self, closure=None): loss = None if closure is not None: with torch.enable_grad(): loss = closure() for group in self.param_groups: if group["use_muon"]: params = group["params"] params_pad = params + [torch.empty_like(params[-1]) ] * (dist.get_world_size() - len(params) % dist.get_world_size()) for base_i in range(len(params))[::dist.get_world_size()]: if base_i + dist.get_rank() < len(params): p = params[base_i + dist.get_rank()] if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["momentum_buffer"] = torch.zeros_like(p) update = muon_update(p.grad, state["momentum_buffer"], beta=group["momentum"], ns_method=group.get("ns_method", "gram"), is_expert_group=getattr(p, 'is_expert_group', False)) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update.reshape(p.shape), alpha=-group["lr"]) dist.all_gather(params_pad[base_i:base_i + dist.get_world_size()], params_pad[base_i + dist.get_rank()]) else: for p in group["params"]: if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["exp_avg"] = torch.zeros_like(p) state["exp_avg_sq"] = torch.zeros_like(p) state["step"] = 0 state["step"] += 1 update = adam_update(p.grad, state["exp_avg"], state["exp_avg_sq"], state["step"], group["betas"], group["eps"]) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update, alpha=-group["lr"]) return loss class SingleDeviceMuonWithAuxAdam(torch.optim.Optimizer): """ Non-distributed variant of MuonWithAuxAdam. """ def __init__(self, param_groups): for group in param_groups: assert "use_muon" in group if group["use_muon"]: # defaults group["lr"] = group.get("lr", 0.02) group["momentum"] = group.get("momentum", 0.95) group["weight_decay"] = group.get("weight_decay", 0) group["ns_method"] = group.get("ns_method", "gram") assert group[ "ns_method"] in NS_METHODS, f"ns_method must be one of {NS_METHODS}, got {group['ns_method']}" assert set(["params", "lr", "momentum", "weight_decay", "use_muon", "ns_method"]).issubset(set(group.keys())) else: # defaults group["lr"] = group.get("lr", 3e-4) group["betas"] = group.get("betas", (0.9, 0.95)) group["eps"] = group.get("eps", 1e-10) group["weight_decay"] = group.get("weight_decay", 0) assert set(["params", "lr", "betas", "eps", "weight_decay", "use_muon"]).issubset(set(group.keys())) super().__init__(param_groups, dict()) @torch.no_grad() def step(self, closure=None): loss = None if closure is not None: with torch.enable_grad(): loss = closure() for group in self.param_groups: if group["use_muon"]: for p in group["params"]: if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["momentum_buffer"] = torch.zeros_like(p) update = muon_update(p.grad, state["momentum_buffer"], beta=group["momentum"], ns_method=group.get("ns_method", "gram"), is_expert_group=getattr(p, 'is_expert_group', False)) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update.reshape(p.shape), alpha=-group["lr"]) else: for p in group["params"]: if p.grad is None: # continue p.grad = torch.zeros_like(p) # Force synchronization state = self.state[p] if len(state) == 0: state["exp_avg"] = torch.zeros_like(p) state["exp_avg_sq"] = torch.zeros_like(p) state["step"] = 0 state["step"] += 1 update = adam_update(p.grad, state["exp_avg"], state["exp_avg_sq"], state["step"], group["betas"], group["eps"]) p.mul_(1 - group["lr"] * group["weight_decay"]) p.add_(update, alpha=-group["lr"]) return loss