Understanding Quantization of Optimizer States in LLM Pre-training: Dynamics of State Staleness and Effectiveness of State Resets

Optimizer-state quantization is commonly designed for Adam's dense, parameter-aligned first- and second-moment arrays. This abstraction breaks for memory-efficient optimizers, whose states may be factored, confidence-modulated, or maintained in a projected space, so similar reconstruction error can produce different update error. We formulate optimizer-state quantization as a joint problem over representation, topology, and update semantics. We then introduce Adaptive Log-Space (AL) quantization for non-negative states. AL fits each block's observed nonzero logarithmic interval and reserves a separate code for exact zero, enforcing $q = 0 \Leftrightarrow x = 0$; signed momentum and state precision remain independently selectable. Controlled probes show that adaptive ranges reduce update error and temporal drift, exact-zero reservation preserves dormant states, and state topology constrains useful block granularity. End-to-end language-model training evaluates the resulting policy across dense, factored, confidence, and projected optimizer states. On TinyLlama-1.1B, AL8 with uniform 8-bit momentum reaches 72.90 perplexity versus 73.54 for bitsandbytes 8-bit AdamW, with comparable optimizer-state storage and higher throughput. CAME matches reference-level final perplexity across three seeds when its non-negative states use AL16, while a semantic grouping-and-protection policy closes most of quantized Adafactor's 100K-step late-loss gap. These results make state topology and update semantics first-class design constraints for optimizer quantization.

Quantization is an effective way to reduce the memory cost of large-scale model training. However, most existing methods adopt fixed-precision policies, which ignore the fact that optimizer-state distributions vary significantly across layers and training steps. Such uniform designs often introduce noticeable accuracy degradation. To move beyond fixed quantization, we propose STQuant, a distributed training framework that reduces the memory footprint of optimizer states via dynamic precision allocation across layers, state variables, and training steps, while maintaining model quality. Naively applying dynamic quantization during training is challenging for two reasons. First, optimizer states are numerically sensitive, and quantization noise can destabilize quality. Second, jointly considering multiple states and layers induces a large combinatorial search space. STQuant addresses these challenges with two key techniques: 1) a provably near-optimal factor selection strategy that accurately identifies the most influential factors for precision adaptation. 2) a dynamic transition decision algorithm that reduces the search cost from exponential to linear complexity. Experiments on GPT-2 and ViT show that STQuant reduces optimizer-state memory by 84.4%, achieving an average bit-width of as low as 5.1 bits, compared with existing solutions. Moreover, STQuant incurs only O(N/K) computational overhead and requires O(1) extra space.

Quantizing AdamW's optimizer states reduces persistent storage, but quantization errors propagate through the moment recurrences and perturb subsequent adaptive updates. We redesign 4-bit optimizer-state quantization for AdamW from the perspective of rounding space: the coordinate in which a quantizer chooses between adjacent reconstruction levels. For the second moment, a local analysis of the quantization cell adjacent to zero shows that small mean state error need not imply small mean preconditioner error at the next step. A one-dimensional quadratic construction further shows qualitatively different optimization dynamics under state-space and preconditioner-space rounding. These results motivate Zero-Inclusive Preconditioner-space Stochastic Rounding (ZIP-SR), which retains zero in the second-moment codebook and computes stochastic-rounding probabilities in preconditioner space. As a complementary route, Zero-Excluding EDEN calibration (ZE-EDEN) uses a zero-excluding second-moment codebook and rescales the quantized second-moment block to mitigate the preconditioner distortion caused by the positive quantization floor. Both configurations use 4-bit NormalFloat (NF4) for the first moment, with targeted stochastic rounding of the LM-head first moment during the final 10% of training. Across GPT- and Llama-style pretraining experiments ranging from 130M to 2.7B parameters, both methods reduce TorchAO 4-bit AdamW's mean validation-loss gap to 32-bit AdamW at every evaluated model size, with the largest reported gap reduction reaching 70%. In full-parameter supervised fine-tuning, both recipes achieve lower validation loss than TorchAO while remaining close to 32-bit AdamW on downstream tasks.