Vision-language models (VLMs) have advanced rapidly in multimodal reasoning, yet recent work shows that their failures often reflect an interaction between visual grounding and downstream reasoning. What remains less clear is how the visual presentation of a task shapes model performance and failure modes when the underlying reasoning problem is unchanged. We study this question in SPaRC, a benchmark for grid-based visual spatial planning, by introducing lightweight input-side scaffolds that preserve the visual modality while making spatial structure more accessible. Across multiple VLMs, these scaffolds improve task accuracy over the original visual setting by up to 34.0 percentage points and further complement GRPO-based training, yielding up to 4.6 additional accuracy points compared with near-zero gains on the original visual input. Analyses on both end-to-end task solving and object detection show that these gains are closely tied to reductions in grounding-related errors, while rule reasoning remains comparatively challenging. We find that visual presentation is a central factor that determines whether VLM benchmarks measure grounded perception, downstream reasoning, or a mixture of both.
Visual thinking should not only sound right; it should show its evidence. While recent vision-language models (VLMs) can produce natural-language reasoning traces, these traces often leave the supporting image regions implicit, making them hard to verify and difficult to supervise. We introduce visually grounded thinking, a reasoning process in which models interleave natural-language thoughts with explicit point or box groundings of the visual evidence used at each step. This lets the model express intermediate reasoning in language while grounding key objects in the image regions they refer to. To train this behavior, we construct a scalable synthesis pipeline that distills correct visual reasoning traces, extracts the visual objects required by the traces, grounds them with a SAM3-based agent, and derives aligned point and box supervision from the resulting masks. We further propose grounding-aware reinforcement learning, which combines answer correctness rewards with dense grounding rewards that score whether generated object references match the correct image evidence. Across two counting benchmarks and four spatial reasoning benchmarks, adding visually grounded thinking to Gemma3-4B-IT consistently improves performance over the original model and the non-grounded thinking baseline. On spatial reasoning, the visually grounded thinking 4B models match, and in some cases surpass, Gemma3-27B-IT from the same model family. Our analysis shows that point grounding is well suited to counting, while box grounding benefits most from explicit grounding rewards on spatial tasks. Overall, our results show that VLMs think better when their intermediate thoughts are tied to the image regions that make them true.
Reliable spatial reasoning remains a core bottleneck for vision-language models (VLMs). Existing mainstream training paradigms for spatial reasoning largely rely on outcome alignment or process imitation, lacking explicit constraints on the reasoning process, and therefore struggle to ensure genuine visual dependence and stable reasoning trajectories. In this paper, we construct a high-quality CoT dataset covering diverse spatial phenomena and diagnose the model's reasoning process, revealing two typical types of process degradation during reinforcement learning optimization: Spurious Grounding, which bypasses visual evidence, and Tail Instability, where uncertainty abnormally rises in the later stage of reasoning. To address these issues, we propose ProSR, a process-shaping optimization framework for spatial reasoning. Through a Counterfactual Invariance Penalty and a Tail Drift Penalty, ProSR extends the optimization objective from single answer correctness to two process-level dimensions: visual dependence and trajectory stability. Experiments on multiple complex and out-of-distribution spatial reasoning benchmarks show that ProSR improves answer accuracy while generating reasoning trajectories that are more stable and more dependent on visual evidence.
Jiangyang Li, Cong Wan, Changjie Wu +8
1Xi’an Jiaotong University · 2Amap, Alibaba Group · 4Shenzhen University +1
Humans often solve spatial problems by mentally simulating visual transformations. In contrast, conventional vision-language models (VLMs) reason primarily through language. We investigate whether VLMs can solve spatial problems by reasoning with both text and generated visual states. To this end, we introduce WM-VLM, which equips a pretrained VLM with a lightweight world model branch for generating intermediate visual states. Our two-stage training first teaches the model to generate the next visual state and then to use that state for reasoning. We programmatically construct spatial reasoning tasks with verifiable intermediate visual states. These tasks allow us to evaluate how well the model generates visual states and how much it relies on them to answer the question. On 2D and 3D mental rotation tasks, WM-VLM consistently outperforms the supervised fine-tuned backbone, with gains of up to 39.25 percentage points. Ablations suggest that these gains depend on the generated visual states, as removing or corrupting them sharply reduces performance. Together, these results suggest that internal world models offer a promising path toward VLMs that reason in both language and visual space.
Yuheng Zha, Yilei Wang, Qiyue Gao +5
UC San Diego · Institute of Foundation Models, MBZUAI · Carnegie Mellon University