Covariance Structure and Coordinate Heterogeneity Govern Binary Quantization of Contrastive Embeddings

Low-bit quantization can achieve high recall on some vector representations and fail sharply on others, while average distortion and global rank correlation do not explain the difference. We study quantized vector search at the level of the comparisons consumed by ranking and graph-pruning algorithms. Our first result is a distribution-free decomposition: the probability that a comparison flips is bounded by the probability mass of exact margins near zero plus the tail probability of the calibrated residual. We then account for dependence between residuals that share a query or graph node, and derive covariance-aware second-moment identities and tail bounds under a joint MGF proxy. For a frozen candidate permutation, we prove a deterministic coupling theorem for Vamana neighbour selection: the approximate replay returns the exact neighbour list exactly when all candidate-level pruning actions agree on the frozen exact states. We connect these results to representation geometry through an exact Gaussian oracle, establish a strict correlation gain from a deterministic magnitude bit in an aligned bilinear model, and give a rare-contamination construction showing why marginal Gaussian diagnostics do not imply the required residual tails. When analytical assumptions are unavailable, a held-out block certificate bounds the selective failure risk of a frozen quantized rule. Across learned, classical, and synthetic embeddings, standardized exact margins predict held-out ranking and pruning flip rates substantially better than global rank correlation. The framework applies to coordinate binary codes, RaBitQ, Lucene BBQ, and product quantizers through a common decision interface.

Contrastive embedding models trained with scale-invariant losses are typically paired with distance metrics like cosine similarity, effectively ignoring embedding magnitudes. However, surprisingly, empirical studies reveal that despite this, these "discarded" norms seem to correlate with semantic properties such as concept specificity, token frequency, and human uncertainty. In this work, we provide a formal theoretical framework explaining this phenomenon. By analyzing the optimization dynamics, we derive an analytic formula demonstrating that embedding length naturally encodes this information as a byproduct of the training process. We also show how this gives rise to signals that can serve as "free" calibration tools in specific models and retrieval tasks, providing a grounded explanation for a previously heuristic observation.

Vector quantization is a fundamental primitive for scalable machine learning systems, enabling memory-efficient storage, fast retrieval, and compressed inference. Recent rotation-based quantizers such as EDEN, RabitQ, and TurboQuant have introduced strong guarantees and empirical performance, but the surrounding comparisons have been difficult to interpret because they rely on different distortion criteria, probability regimes, and implementation assumptions. As our first contribution, we provide a unified theoretical comparison of these methods and show that their relative advantages are criterion-dependent rather than absolute: EDEN and TurboQuant are favorable for MSE distortion, EDEN is also effective for expected inner-product distortion, and RabitQ provides strong high-probability control. This comparison further clarifies that EDEN provides particularly strong guarantees for expected distortion measures. As our second contribution, we introduce Block-Sphere Quantization (BlockQuant), a new rotation-based block quantization algorithm designed around the spherical geometry of randomly rotated vectors. Unlike coordinate-wise quantizers, BlockQuant quantizes blocks on the sphere, preserving the geometry of rotated embeddings more faithfully. We prove that this block-spherical design theoretically improves over the baselines considered in this paper for both reconstruction MSE and expected inner-product distortion. Our experiments on real embedding datasets and long-context LLM inference tasks show practical gains that are consistent with our theoretical improvements.