Identifying Influential N-grams in Confidence Calibration via Regression Analysis

Large language models are often not just wrong, but confidently wrong: when they produce factually incorrect answers, they tend to verbalize overly high confidence rather than signal uncertainty. Such verbalized overconfidence can mislead users and weaken confidence scores as a reliable uncertainty signal, yet its internal mechanisms remain poorly understood. We present a circuit-level mechanistic analysis of this inflated verbalized confidence in LLMs, organized around three axes: capturing verbalized confidence as a differentiable internal signal, identifying the circuits that causally inflate it, and leveraging these insights for targeted inference-time recalibration. Across two instruction-tuned LLMs on three datasets, we find that a compact set of MLP blocks and attention heads, concentrated in middle-to-late layers, consistently writes the confidence-inflation signal at the final token position. We further show that targeted inference-time interventions on these circuits substantially improve calibration. Together, our results suggest that verbalized overconfidence in LLMs is driven by identifiable internal circuits and can be mitigated through targeted intervention.

Large language models (LLMs) tend to verbalize confidence scores that are largely detached from their actual accuracy, yet the geometric relationship governing this behavior remain poorly understood. In this work, we present a mechanistic interpretability analysis of verbalized confidence, using linear probes and contrastive activation addition (CAA) steering to show that calibration and verbalized confidence signals are encoded linearly but are orthogonal to one another -- a finding consistent across three open-weight models and four datasets. Interestingly, when models are prompted to simultaneously reason through a problem and verbalize a confidence score, the reasoning process disrupts the verbalized confidence direction, exacerbating miscalibration. We term this the "Reasoning Contamination Effect." Leveraging this insight, we introduce a two-stage adaptive steering pipeline that reads the model's internal accuracy estimate and steers verbalized output to match it, substantially improving calibration alignment across all evaluated models.

Users often ask large language models (LLMs) to report how confident they are, but it is unclear whether such linguistic confidence tracks the model's internal confidence. We study this question across 8 classification tasks, 2 generation tasks and 30 models from three families. For classification, we compare linguistic confidence with logits-based confidence along three axes: association, magnitude agreement and calibration. For generation, we test whether linguistic confidence tracks semantic-entropy-based uncertainty. The axes frequently diverge. Instance-level association is weak on average, although it improves on easier items and for stronger base models. Instruction-tuned models often report higher confidence and sometimes show higher association, but they also have larger confidence gaps and worse calibration. Prompt design mostly changes the distribution of reported confidence. Attitude cues inflate confidence without improving alignment, while score exemplars can preserve rank-order signal when they avoid collapsed confidence values. Regression analyses show that distributional properties of confidence scores explain much of the observed alignment pattern, with model metadata playing a smaller role after controls. These results support a lossy-channel view of linguistic confidence. A more dispersed verbal confidence distribution can carry useful rank information, but it does not make the scores calibrated. Linguistic confidence should therefore be evaluated with multi-axis diagnostics before being used in downstream reliability pipelines.