Constant Step Sizes for Muon-Type Spectral Optimizers on Strongly Convex Quadratics

Muon orthogonalizes the momentum buffer before each update, replacing its singular values with ones via Newton-Schulz iterations. This simple change lets Muon tolerate far larger learning rates and converge faster than other optimizers, but why? We show that the mechanism is spectral flattening, and develop two results around it. First, we prove that Muon's maximal stable step size scales with the average singular value of the gradient rather than the largest, which bottlenecks standard gradient descent. Second, we recast Muon as a preconditioned gradient method and show, under a Kronecker-factored curvature model, that it improves the effective convergence factor, with the improvement controlled by the spectrum of the gradient covariance. Extensive experiments validate both results: Muon remains stable at learning rates that cause SGD to diverge within the first few iterations, and reaches accuracy milestones several epochs earlier even at identical step sizes. Taken together, our results offer a principled, geometric explanation for Muon's empirical success.

Muon emerges as a strong competitor of the AdamW for LLM pretraining, because the matrix-wise update it employs can potentially incur smaller second-order penalty than the once dominating AdamW, which performs coordinate-wise update. However, the spectral flattening procedure in Muon is quite debatable since it discards the spectral amplitude information totally. To seek for better spectral allocation (and the associated spectral subspace), we propose to solve the quadratic model of loss function under the spectral norm constraint directly (i.e., in a genuinely Newtonian way) and thus obtaining the Quadratic Spectral Descent (QSD) algorithm. In contrast, many existing curvature-aware methods either exploit the second-order information in an implicit way by changing the weight update geometry (such as Mousse, FISMO) or rely on strong assumptions (such as the weight displacement isotropy assumption in Newton-Muon). QSD's potential advantage over these methods is best illustrated in the isotropic curvature scenario, where Mousse, FISMO and Newton-Muon all reduce to Muon while the spectral allocation in QSD is still non-flat (since the spectral allocation in QSD depends on the gradient to curvature ratio). Meanwhile, to control the complexity of QSD, we employ inversion-free K-FAC and online Frank-Wolfe update which is essentially a matrix sign operator. Overall, the complexity increase can be rather mild. Experiments on GPT pre-training show that QSD consistently improves validation loss over Muon and recent Muon variants, while achieving up to an $8.49\%$ wall-clock speedup at matched validation loss.

Muon replaces a matrix gradient $G=UΣV^\top$ by its polar factor $UV^\top$. This keeps the singular directions selected by the gradient, but makes the update spectrum flat. We study the optimization bias created by this operation. Under explicit alignment assumptions, we prove that the polar update is the one-step entropy-maximizing choice among bounded updates that use the gradient singular directions and do not adapt to the current weight spectrum. In an underdetermined regression model, we derive exact singular-value dynamics for continuous-time Muon and identify a measurement-dependent condition under which the normalized spectrum moves toward equal nonzero singular values. This geometry also rules out a common low-rank interpretation: at fixed Frobenius norm, Muon's distinguished state has a flat spectrum, whereas nuclear-norm minimization favors spectral concentration. Controlled matrix-sensing experiments separate the effect from simple gradient rescaling, show that norm-matched gradient descent does not reproduce Muon, and recover the predicted flattening trend across broad ablations. In small NanoGPT pretraining, Muon preserves stable rank, has a broad learning-rate plateau, and improves validation loss relative to AdamW; in a matched small-ViT control, the ranking reverses. The resulting picture is regime-dependent: Muon is not universally superior, but its flat-spectrum bias can help when many spectral directions need to remain active.