SpaceCast-Bench: Evaluating Predictive Spatial Reasoning in Vision-Language Models

Vision language models (VLMs) excel at many tasks but still struggle with spatial reasoning when critical information is not directly observable. Many such problems require imaginative perception: inferring what would be seen from an unseen viewpoint, tracing paths through occluded spaces, or integrating partial observations into a coherent spatial representation. We introduce Imaginative Perception Tokens (IPT), intermediate perceptual representations that externalize what a VLM would perceive under alternative spatial configurations while remaining consistent with the observed input. To study this capability, we formulate three tasks, Perspective Taking (PET), Path Tracing (PT), and Multiview Counting (MVC), and construct datasets of approximately 20K examples with ground truth imaginations, answers, and evaluation benchmarks. Using the unified VLM BAGEL as the backbone, IPT supervision consistently improves spatial reasoning and often outperforms textual chain of thought training, even without generating images at inference time. On MVC, IPT improves accuracy by 3.4% and achieves competitive performance with strong closed-source models on PT. We further find that combining IPT and label-only supervision yields additional gains, whereas textual chain of thought can substantially degrade performance, suggesting a modality mismatch when spatial computation is forced through language. Overall, IPT provides a principled supervision signal for reasoning about unobserved spatial structure, improving generalization while producing interpretable intermediate representations.

Multimodal large language models (MLLMs) excel at visual interpretation but fail on spatial reasoning tasks that humans solve reliably. Existing benchmarks evaluate these models as black boxes, limiting their ability to identify the underlying causes of lower performance: when a model fails a spatial reasoning task, it remains difficult to ascertain whether the hurdle is perceptual, such as recognizing object boundaries, or cognitive, such as reasoning about occlusion to infer hidden geometry. We introduce Spatial-IQ, a hierarchical diagnostic framework that decomposes object counting in stacked 3D structures into 9 perceptual and cognitive sub-tasks organized by the developmental stages of human spatial cognition, with mental rotation as an additional target probe. Using NVIDIA Isaac Sim, we procedurally generated a diverse dataset of roughly 80,000 stacked 3D structures with per-task ground truth. We evaluate models across three output formats (free-response text, multiple-choice images, and image editing) alongside a human baseline. The Spatial-IQ framework shows that top-performing models often succeed at the target task (object counting) without succeeding on the lower-level sub-tasks intended to support it, and that models differ in how much of these hierarchical chains they preserve, often revealing shortcut behavior that raw target-task accuracy alone would obscure. Finally, we demonstrate that training models with chain-of-thought (CoT) supervision over our hierarchical sub-tasks, combined with reinforcement learning with verifiable rewards, significantly improves both spatial consistency across sub-tasks and target-task accuracy, supporting the value of the proposed decomposition as both a diagnostic tool and a training signal.

Multimodal large language models (MLLMs) have achieved remarkable progress in vision-language tasks, but continue to struggle with spatial reasoning. Existing spatial MLLMs rely on large-scale datasets, explicit 3D inputs, architecture-specific modifications, or sparse Reinforcement Learning (RL) methods that provide insufficient guidance for spatially-grounded reasoning. We introduce SpatialThinker. To our knowledge, it is the first MLLM unifying Scene Graph Generation (SGG) and visual reasoning in a single pass via online RL. The model simulates human-like spatial perception by constructing a mental scene graph of task-relevant objects and relations, and reasoning toward an answer via dense spatial rewards. Our contributions are threefold: (1) SGG-grounded reasoning: integrating SGG directly within the reasoning chain rather than as a disjoint preprocessing step; (2) STVQA-7K: a high-quality spatial VQA training dataset via a scalable synthesis pipeline; and (3) a dense spatial reward design that enforces structured grounding during RL and generalizes to improve broad visual perception. SpatialThinker-7B achieves 3.6$\times$ larger gains over SFT and $1.7\times$ better in- and out-of-distribution generalization than sparse RL. Trained on only 7K samples, SpatialThinker-7B matches GPT-5 and outperforms GPT-4o, while SpatialThinker-30B surpasses both GPT-5 and Claude 4 Sonnet on average across 14 spatial and real-world benchmarks, demonstrating that structured spatial grounding with reward-aligned reasoning enables robust spatial understanding with limited data.