Chain-of-Thought (CoT) prompting has shown promise in enhancing the reasoning capabilities of large language models (LLMs) on text-attributed graphs (TAGs). This work reframes CoT-based graph learning through the principle of clustering as reasoning, offering a k-means interpretation of how iterative reasoning operates over graph-structured data. We observe that existing graph CoT methods rely on disjoint architectures and fixed graph representations, limiting step-by-step semantic-topological interaction and interpretability. To overcome this limitation, we propose a unified framework named KCoT that integrates CoT reasoning with graph representation learning. Our key theoretical result reveals a formal mathematical correspondence between a Transformer block and the k-means algorithm, allowing reasoning to be interpreted as iterative assignment and update steps. Based on this insight, we introduce a Semantic Discriminating Prompt that explicitly formulates these steps as structured CoT reasoning, together with a structure-grounded alignment strategy to fuse topological priors with evolving thought-conditioned representations. Experiments on standard benchmarks demonstrate consistent improvements over state-of-the-art methods, validating clustering as a principled mechanism for CoT-based graph learning.
Chain-of-thought (CoT) reasoning has emerged as an effective approach for activating latent reasoning capabilities in large language models. However, most existing CoT methods use reasoning chains mainly as inference-time prompts, while the generated reasoning traces are rarely reused as semi-supervised learning signals. In this report, we define \textbf{Semi-supervised Chain-of-Thought Learning} and propose \textbf{Semi-CoT}, a simple framework that uses unlabeled questions to construct pseudo reasoning supervision. Semi-CoT samples multiple pseudo-CoTs for each unlabeled question, estimates answer-level semantic entropy, and selects low-entropy reasoning chains as reliable pseudo-CoT demonstrations. This extends the self-training view of CoT from inference-time refinement to semi-supervised pseudo-supervision. Pilot experiments on AQuA, SVAMP, GSM8K, and MultiArith show that the entropy gate selects high-precision pseudo-CoTs, with pseudo-answer precision ranging from 91.36% to 100%. Semi-CoT also gives small gains on SVAMP and GSM8K, while AQuA shows negative transfer and MultiArith reaches a ceiling. These results suggest that unlabeled questions can provide reliable pseudo reasoning signals, but their effective use still requires stronger demonstration selection or student training.
With the rapid advancement of large language models (LLMs), classic graph learning tasks have greatly benefited from LLMs, including improved encoding of textual features, more efficient construction of graphs from text, and enhanced reasoning over knowledge graphs. In this paper, we ask a complementary question: How can graphs help LLMs? We address this question from three perspectives: 1) graphs provide an up-to-date knowledge source that helps reduce LLM hallucinations, 2) graph-based prompting techniques-such as Chain-of-Thought (CoT), Tree-of-Thought (ToT), and Graph-of-Thought (GoT)-enhance LLM reasoning capabilities, and 3) integrating graphs into LLMs improves their understanding of structured data, expanding their applicability to domains such as e-commerce, code, and relational databases (RDBs). We further outlook some future directions including designing sparse LLM architectures based on graphs and brain-inspired memory systems.
Large Reasoning Models produce Long Chains-of-Thought (LCoTs) which involve breaking down the problem into smaller reasoning steps before reaching the conclusion. However, these steps often contain contradictions, unsupported inferences, or irrelevant steps, even when the final answer is correct. We propose Long Chain-of-Thought Graph Verifier (LCoT-GV), a graph-based framework that represents LCoTs as reasoning graphs. Each node in the graph represents a reasoning step and the edges encode semantic and logical relations. A Graph Attention Network is then trained to predict chain-of-thought correctness from the reasoning graph. We construct a new graph-oriented verification dataset from multiple reasoning benchmarks for question answering in various domains. The results show that our method is competitive with the most similar approaches.