Error whitening: Why Gauss-Newton outperforms Newton

We consider the problem of approximating a function by an element of a nonlinear manifold which admits a differentiable parametrization, typical examples being neural networks with differentiable activation functions or tensor networks. Natural gradient descent (NGD) for the optimization of a loss function can be seen as a preconditioned gradient descent where updates in the parameter space are driven by a functional perspective. In a spirit similar to Newton's method, a NGD step uses, instead of the Hessian, the Gram matrix of the generating system of the tangent space to the approximation manifold at the current iterate, with respect to a suitable metric. This corresponds to a locally optimal update in function space, following a projected gradient onto the tangent space to the manifold. Still, both gradient and natural gradient descent methods get stuck in local minima. Furthermore, when the model class is a nonlinear manifold or the loss function is not ideally conditioned (e.g., the KL-divergence for density estimation, or a norm of the residual of a partial differential equation in physics informed learning), even the natural gradient might yield non-optimal directions at each step. This work introduces a natural version of classical inertial dynamic methods like Heavy-Ball or Nesterov and show how it can improve the learning process when working with nonlinear model classes.

Large-scale neural network training increasingly relies on matrix-aware optimizers that exploit the structure of weight parameters beyond element-wise adaptation. However, existing matrix-aware methods such as Muon have an underappreciated vulnerability: their core operation, Newton-Schulz iteration, depends critically on input conditioning, yet the raw momentum matrices exhibit severe coordinate-wise scale heterogeneity. In this paper, we first verify this scale heterogeneity through a chi-square uniformity test, showing that intra-matrix scale imbalance is prevalent across Transformer layers and that coordinate whitening effectively corrects it. Motivated by this finding, we propose Zeta, a dual whitening optimizer that applies coordinate whitening and spectral whitening in a strictly ordered pipeline. The ordering is not a tunable choice but follows from a mathematical dependency: coordinate whitening establishes the statistical isotropy that spectral whitening requires to function reliably. We further prove that this dual pipeline strictly reduces orthogonalization error relative to pure spectral methods by improving the condition number of the input. Empirically, Zeta matches or surpasses strong baselines across language modeling (0.6B to 8B parameters), mixture-of-experts architectures, and vision tasks, demonstrating that resolving scale imbalance before orthogonalization leads to faster convergence and better generalization. Code is available at https://github.com/AIGCodeOS/aigcode_zeta_optimizer.

Gradient descent on a factored model $W = UV^\top$ is implicitly biased toward low-rank solutions, while Adam, starting from the same small initialization, is not. We trace the difference to the gauge symmetry of the loss, its invariance under $(U, V) \mapsto (UQ, VQ)$. Gradient flow's low-rank mechanism is available to an optimizer only if that optimizer is gauge-equivariant, a condition necessary for the transfer but not sufficient for low-rank recovery. Gradient descent, momentum, "shared-scalar" Adam, Muon, and Shampoo satisfy it. Adam, RMSProp, and the other coordinate-wise methods do not. A structure theorem characterizes the memoryless equivariant rules as exactly the Gram-determined left preconditioners, and a transfer theorem carries gradient flow's pathwise properties to common-scalar flows. We then sort nine update rules on underdetermined matrix sensing by recovery error against the planted ground truth. A one-parameter family from coordinate-wise to shared-scalar preconditioning restores the bias monotonically, isolating anisotropy as the cause. A "spectral schedule" reconciles two opposing reports about Muon: equal-rate updates recover exactly low-rank targets but lose their edge as the spectral tail grows. In transformers, Adam separates two gauge-equivalent initializations at the first step, where the equivariant optimizers stay at float precision, and ends with the per-head invariants $W_Q^\top W_K$ 56% apart in relative Frobenius distance, a gap no per-head rotation can close. On two hyperspectral datasets at matched training loss, gradient descent cuts held-out error by 43-44% at the lowest sampling density, and at lower effective rank. Basis choice is therefore not a tuning detail but a decision about which interpolant the optimizer selects.