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This research provides a mechanistic explanation for why setting the momentum parameters equal ($\beta_1 = \beta_2$) in Adam optimizers yields superior stability, identifying the vanishing of a specific "magnitude-lag" term as the key dynamic factor. By decomposing updates into sign and lag components, the study reveals that tied configurations eliminate mismatch-induced responses, resulting in smoother training trajectories across vision and language tasks. These findings offer critical theoretical insight for optimizing large-scale model training by clarifying the structural role of memory scale alignment.
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Why $\beta_1 = \beta_2$ Is Dynamically Special in Adam

arXiv2 min read

arXiv:2601.21739v3 Announce Type: replace-cross Abstract: Adam has been at the core of large-scale training for almost a decade, yet the role of its two momentum parameters remains poorly understood. Recent work shows that tying $\beta_{1}=\beta_{2}$ can preserve Adam's strong performance despite collapsing two memory scales into one, raising a basic question: what becomes dynamically special when the memories are tied? We identify a concrete mechanism. In the continuous-time limit, each normalized-update coordinate decomposes into a sign component, an explicit magnitude-lag term proportional to the difference between the two memory times, and additional transition, curvature, and nonlinear ratio terms. This lag channel vanishes exactly when $\beta_{1}=\beta_{2}$, making the diagonal the unique regime in which this mismatch-induced response is structurally absent. A full-history discrete decomposition on real training gradients recovers this change in composition: tied updates are sign-dominated, whereas the lag term becomes substantial off the diagonal and leaves a comparatively small residual. Across six vision and language tasks, tied configurations also typically exhibit smoother update-norm trajectories. Overall, our results identify memory-scale mismatch as a concrete source of magnitude sensitivity in Adam and provide a mechanistic account of why tied momentum is dynamically distinctive.

Abstract:Adam has been at the core of large-scale training for almost a decade, yet the role of its two momentum parameters remains poorly understood. Recent work shows that tying $\beta_{1}=\beta_{2}$ can preserve Adam's strong performance despite collapsing two memory scales into one, raising a basic question: what becomes dynamically special when the memories are tied? We identify a concrete mechanism. In the continuous-time limit, each normalized-update coordinate decomposes into a sign component, an explicit magnitude-lag term proportional to the difference between the two memory times, and additional transition, curvature, and nonlinear ratio terms. This lag channel vanishes exactly when $\beta_{1}=\beta_{2}$, making the diagonal the unique regime in which this mismatch-induced response is structurally absent. A full-history discrete decomposition on real training gradients recovers this change in composition: tied updates are sign-dominated, whereas the lag term becomes substantial off the diagonal and leaves a comparatively small residual. Across six vision and language tasks, tied configurations also typically exhibit smoother update-norm trajectories. Overall, our results identify memory-scale mismatch as a concrete source of magnitude sensitivity in Adam and provide a mechanistic account of why tied momentum is dynamically distinctive.

28 pages, 8 figures. Preprint

Machine Learning (cs.LG); Artificial Intelligence (cs.AI); Machine Learning (stat.ML)

arXiv:2601.21739 [cs.LG]

(or arXiv:2601.21739v3 [cs.LG] for this version)

https://doi.org/10.48550/arXiv.2601.21739 Focus to learn more arXiv-issued DOI via DataCite

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Full text under the publisher's open licence · 290 words

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