Limits of Spatial Imagery Reasoning in Frontier LLM Models

Spatial intelligence, which refers to the ability to reason about geometric and physical structure from visual observations, remains a core challenge for multimodal large language models. Despite promising performance, recent multimodal large language models (MLLMs) often exhibit fragile reasoning traces in spatial intelligence tasks that involve consistent spatial state recognition. We argue that these failures stem from a mismatch between the spatial recognition mechanism and the text-only reasoning behavior of these MLLMs. Effective spatial reasoning requires low-level geometric structure to be faithfully preserved and updated throughout the reasoning process, whereas textual representations tend to abstract away precisely these critical details. To address this issue, we propose SpatialImaginer, a unified multimodal generation framework that integrates textual reasoning with visual imagination. Our framework adopts a divide-and-conquer strategy, using text chain-of-thought for high-level semantic planning and the visual imagination for geometry-sensitive state transformation and consistency preservation. To support this capability, we further introduce a difficulty-aware data engine with closed-loop verification to train the model to invoke visual imagination selectively when stable spatial state tracking is required. Extensive experiments on diverse spatial intelligence benchmarks show that SpatialImaginer achieves state-of-the-art performance and substantially improves robustness on complex multi-step spatial reasoning tasks.

Multimodal large language models (MLLMs) are increasingly being applied to spatial cognition tasks, where they are expected to understand and interact with complex environments. Most existing works improve spatial reasoning by introducing 3D priors or geometric supervision, which enhances performance but incurs substantial data preparation and alignment costs. In contrast, purely 2D approaches often struggle with multi-frame spatial reasoning due to their limited ability to capture cross-frame spatial relationships. To address these limitations, we propose EgoMind, a Chain-of-Thought framework that enables geometry-free spatial reasoning through Role-Play Caption, which jointly constructs a coherent linguistic scene graph across frames, and Progressive Spatial Analysis, which progressively reasons toward task-specific questions. With only 5K auto-generated SFT samples and 20K RL samples, EgoMind achieves competitive results on VSI-Bench, SPAR-Bench, SITE-Bench, and SPBench, demonstrating its effectiveness in strengthening the spatial reasoning capabilities of MLLMs and highlighting the potential of linguistic reasoning for spatial cognition. Code and data are released at https://github.com/Hyggge/EgoMind.

Multimodal large language models (MLLMs) excel at visual interpretation but fail on spatial reasoning tasks that humans solve reliably. Existing benchmarks evaluate these models as black boxes, limiting their ability to identify the underlying causes of lower performance: when a model fails a spatial reasoning task, it remains difficult to ascertain whether the hurdle is perceptual, such as recognizing object boundaries, or cognitive, such as reasoning about occlusion to infer hidden geometry. We introduce Spatial-IQ, a hierarchical diagnostic framework that decomposes object counting in stacked 3D structures into 9 perceptual and cognitive sub-tasks organized by the developmental stages of human spatial cognition, with mental rotation as an additional target probe. Using NVIDIA Isaac Sim, we procedurally generated a diverse dataset of roughly 80,000 stacked 3D structures with per-task ground truth. We evaluate models across three output formats (free-response text, multiple-choice images, and image editing) alongside a human baseline. The Spatial-IQ framework shows that top-performing models often succeed at the target task (object counting) without succeeding on the lower-level sub-tasks intended to support it, and that models differ in how much of these hierarchical chains they preserve, often revealing shortcut behavior that raw target-task accuracy alone would obscure. Finally, we demonstrate that training models with chain-of-thought (CoT) supervision over our hierarchical sub-tasks, combined with reinforcement learning with verifiable rewards, significantly improves both spatial consistency across sub-tasks and target-task accuracy, supporting the value of the proposed decomposition as both a diagnostic tool and a training signal.