Authors: Elliot Paquette, Noah Marshall, Lucas Benigni, Guangyuan Wang, Atish Agarwala, Courtney Paquette
Organizations: Mathematics and Statistics Department, McGill University · Mathematics and Statistics Department, Université de Montréal · Google DeepMind
Abstract
Recently, Muon and related spectral optimizers have demonstrated strong empirical performance as scalable stochastic methods, often outperforming Adam. Yet their behaviour remains poorly understood. We analyze stochastic spectral optimizers, including Muon, on a high-dimensional matrix-valued least squares problem. We derive explicit deterministic dynamics that provide a tractable framework for studying learning behaviour with a focus on (stochastic) SignSVD, which Muon approximates, and (stochastic) SignSGD, the latter serving as a proxy for Adam. Our analysis shows that for large batch size, SignSVD performs a square-root preconditioning with respect to the data covariance spectrum, while for small batch size smaller eigenmodes behave like SGD, slowing down convergence. We contrast with SignSGD which for generic covariance performs no preconditioning and has no transition, leading to different optimal learning rates and convergence characteristics. The two methods match up to a constant factor with isotropic data, but behave differently with anisotropic data. An analysis of a power law covariance model with data exponent α and target exponent β shows there are three phases in the (α,β) plane: one where SignSGD is uniformly favored, one where SignSVD is uniformly favored, and a third where the two methods exhibit a trade-off in performance.
Muon orthogonalizes the momentum buffer before each update, replacing its singular values with ones via Newton-Schulz iterations. This simple change lets Muon tolerate far larger learning rates and converge faster than other optimizers, but why? We show that the mechanism is spectral flattening, and develop two results around it. First, we prove that Muon's maximal stable step size scales with the average singular value of the gradient rather than the largest, which bottlenecks standard gradient descent. Second, we recast Muon as a preconditioned gradient method and show, under a Kronecker-factored curvature model, that it improves the effective convergence factor, with the improvement controlled by the spectrum of the gradient covariance. Extensive experiments validate both results: Muon remains stable at learning rates that cause SGD to diverge within the first few iterations, and reaches accuracy milestones several epochs earlier even at identical step sizes. Taken together, our results offer a principled, geometric explanation for Muon's empirical success.
Muon can be interpreted as optimizing a linear local objective over a spectral-norm ball. This gives a matrix-sign update that preserves the singular directions of the gradient and assigns the same magnitude to all active singular modes. We ask whether these two properties remain optimal when local curvature is taken into account. To answer this question, we keep Muon's spectral-norm constraint unchanged and replace the linear local model with a quadratic one. We call the resulting method \emph{Quadratic Spectral Descent} (QSD). We show that curvature can change both the singular values and the singular directions of the optimal update. To make QSD practical, we approximate curvature with Kronecker-factored statistics and solve the constrained quadratic with a small number of Frank--Wolfe steps, each of which has a closed-form matrix-sign subproblem. We further provide an optimality certificate, a comparison with Muon under the same quadratic surrogate, and an O(1/K) convergence rate for the inner solver. Experiments on GPT pre-training show that QSD consistently improves validation loss over Muon and recent Muon variants, and reduces wall-clock training time by up to 8.49% at matched validation loss.
In large-scale optimization, the cheapness and effectiveness of update steps are the most crucial factors for a successful optimizer. Sign-based optimizers like Lion or Signum produce cheap per-step updates, whereas Muon's spectral matrix-sign update gives a much stronger direction at a substantially higher per-step cost. In this work, we propose LionMuon, which retains the effectiveness of Muon steps while considerably cutting the averaged iteration cost, similar to sign-based methods. It alternates between Lion's and Muon's updates on a fixed period P, sharing a single dual-EMA momentum buffer between them. The optimizer state memory therefore matches Lion and is exactly half of AdamW's. A simpler single-EMA variant, SignMuon, by itself already outperforms pure Muon. At P = 2, LionMuon Pareto-dominates Muon, Lion, Signum, and AdamW on every dataset and architecture we tested at 124M model size, reaching lower validation loss at lower compute, and the same advantage persists at 355M and 720M scale. On the theory side, we prove sharp complexity bounds under heavy-tailed noise which are governed by period-averaged smoothness and noise that interpolate between Muon's and Lion's constants. These bounds predict the compute-optimal period and the conditions under which LionMuon outruns Muon and Lion. Code: https://github.com/brain-lab-research/lion-muon