SAGE: Sign-Adaptive Gradient for Memory-Efficient LLM Optimization

Training large language models requires optimization algorithms that are not only statistically effective, but also computationally and memory efficient at extreme scale. Although Adam remains the dominant optimizer for large-scale language-model pretraining and fine-tuning, recent work has revisited nearly every component of the optimization stack: adaptive moment estimation, decoupled weight decay, memory footprint, curvature approximation, sign-based updates, large-batch stability, low-rank gradient structure, and matrix-wise orthogonalized updates. This survey reviews optimizer design for large language models through a systems-and-optimization lens. We organize the literature into classical first-order optimizers, adaptive optimizers, memory-efficient variants, second-order and curvature-aware methods, sign-based and discovered optimizers, low-rank and projection-based methods, and matrix-based optimizers such as Muon. We also discuss benchmarking methodology, including hyperparameter fairness, scale dependence, wall-clock efficiency, token efficiency, memory overhead, and downstream evaluation. We argue that optimizer research for LLMs is entering a new phase: moving from single-algorithm speedup claims toward rigorous, scale-aware comparisons that jointly evaluate convergence, stability, memory, and implementation complexity.

It is widely believed that stochastic gradient descent (SGD) performs significantly worse than adaptive optimizers such as Adam in pre-training Large Language Models (LLMs). Yet the underlying reason for this gap remains unclear. In this work, we attribute a large part of the discrepancy to SGD's inability to sustain learning rates comparable to Adam's much larger effective learning rates. Through empirical and theoretical analysis of LLM pre-training dynamics, we identify that training is characterized by small gradient norms and large weight-to-gradient ratios, an effect that becomes more pronounced with larger batch sizes typical in pre-training, necessitating such large effective learning rates. However, we find that output-layer gradient magnitudes become highly uneven across token classes, and that large gradient spikes frequently occur during training. Together, these effects severely restrict the admissible learning rate of SGD. Guided by this understanding, we show that simple clipping mechanisms that stabilize SGD at large learning rates enable it to recover most of Adam's performance. In our large-scale experiments, the validation loss gap between large-learning-rate SGD and Adam shrinks from more than 50% to only about 3.5% when pre-training a 1B-parameter LLaMA model with a 1M-token batch size.

Adam is widely used for training large language models (LLMs) owing to its strong optimization performance and training stability, but its element-wise estimation for the first and second moments incur substantial memory overhead. Although numerous memory-efficient optimizers have been proposed, many incur additional computational overhead or require additional tuning of hyperparameters. Consequently, Adam remains a dominant and reliable choice for LLM pre-training. We propose AdamPM (Adam with Pooled Moments), a simple and memory-efficient variant of Adam that groups adjacent moment entries along the row or column dimension and represents each group by a single shared mean. AdamPM can well inherit Adam's hyperparameter settings and is readily integrated into existing Adam optimizer implementations, with less memory overhead. We systematically investigate pooling of both first and second moment estimates and identify second moment pooling as the effective design. With a group size of $s$, AdamPM reduces second moment memory to $1/s$ of the original requirement. Extensive experiments on language model pretraining, fine-tuning and multimodal learning demonstrate that AdamPM maintains model performance and training speed while substantially reducing optimizer-state memory. Our code is available at https://github.com/jixiaowei95/AdamPM.