# Memory-Efficient Optimization with Factorized Hamiltonian Descent

arXiv: https://arxiv.org/abs/2406.09958 · HTML: https://mlsanity.com/paper/2406.09958/

## Key facts

- Cited by 11 papers in the map (data through 14 Oct 2026).
- Builds on 37 of its 47 references that are in the map.
- First posted on arXiv 14 Jun 2024.

## Builds on (most cited first, 30 of 37)

- [Attention Is All You Need](https://mlsanity.com/paper/1706.03762/) (2017)
- [Deep Residual Learning for Image Recognition](https://mlsanity.com/paper/1512.03385/) (2015)
- [BERT: Pre-training of Deep Bidirectional Transformers for Language Understanding](https://mlsanity.com/paper/1810.04805/) (2018)
- [Adam: A Method for Stochastic Optimization](https://mlsanity.com/paper/1412.6980/) (2014)
- [An Image is Worth 16x16 Words: Transformers for Image Recognition at Scale](https://mlsanity.com/paper/2010.11929/) (2020)
- [Exploring the Limits of Transfer Learning with a Unified Text-to-Text Transformer](https://mlsanity.com/paper/1910.10683/) (2019)
- [Llama 2: Open Foundation and Fine-Tuned Chat Models](https://mlsanity.com/paper/2307.09288/) (2023)
- [Rethinking the Inception Architecture for Computer Vision](https://mlsanity.com/paper/1512.00567/) (2015)
- [mixup: Beyond Empirical Risk Minimization](https://mlsanity.com/paper/1710.09412/) (2017)
- [On the Opportunities and Risks of Foundation Models](https://mlsanity.com/paper/2108.07258/) (2021)
- [QLoRA: Efficient Finetuning of Quantized LLMs](https://mlsanity.com/paper/2305.14314/) (2023)
- [RandAugment: Practical automated data augmentation with a reduced search space](https://mlsanity.com/paper/1909.13719/) (2019)
- [GLU Variants Improve Transformer](https://mlsanity.com/paper/2002.05202/) (2020)
- [Federated Learning: Challenges, Methods, and Future Directions](https://mlsanity.com/paper/1908.07873/) (2019)
- [Root Mean Square Layer Normalization](https://mlsanity.com/paper/1910.07467/) (2019)
- [Adafactor: Adaptive Learning Rates with Sublinear Memory Cost](https://mlsanity.com/paper/1804.04235/) (2018)
- [On the Convergence of Adam and Beyond](https://mlsanity.com/paper/1904.09237/) (2019)
- [signSGD: Compressed Optimisation for Non-Convex Problems](https://mlsanity.com/paper/1802.04434/) (2018)
- [Federated Optimization: Distributed Machine Learning for On-Device Intelligence](https://mlsanity.com/paper/1610.02527/) (2016)
- [GaLore: Memory-Efficient LLM Training by Gradient Low-Rank Projection](https://mlsanity.com/paper/2403.03507/) (2024)
- [Symbolic Discovery of Optimization Algorithms](https://mlsanity.com/paper/2302.06675/) (2023)
- [8-bit Optimizers via Block-wise Quantization](https://mlsanity.com/paper/2110.02861/) (2021)
- [How Do Vision Transformers Work?](https://mlsanity.com/paper/2202.06709/) (2022)
- [Sophia: A Scalable Stochastic Second-order Optimizer for Language Model Pre-training](https://mlsanity.com/paper/2305.14342/) (2023)
- [When Vision Transformers Outperform ResNets without Pre-training or Strong Data Augmentations](https://mlsanity.com/paper/2106.01548/) (2021)
- [On the Origin of Implicit Regularization in Stochastic Gradient Descent](https://mlsanity.com/paper/2101.12176/) (2021)
- [Towards Theoretically Understanding Why SGD Generalizes Better Than ADAM in Deep Learning](https://mlsanity.com/paper/2010.05627/) (2020)
- [Memory Efficient Optimizers with 4-bit States](https://mlsanity.com/paper/2309.01507/) (2023)
- [Lion Secretly Solves Constrained Optimization: As Lyapunov Predicts](https://mlsanity.com/paper/2310.05898/) (2023)
- [On the Heavy-Tailed Theory of Stochastic Gradient Descent for Deep Neural Networks](https://mlsanity.com/paper/1912.00018/) (2019)

## Built on by (most cited first, 11 of 11)

- [Cautious Optimizers: Improving Training with One Line of Code](https://mlsanity.com/paper/2411.16085/) (2024)
- [Training-Free Looped Transformers](https://mlsanity.com/paper/2605.23872/) (2026)
- [Cautious Weight Decay](https://mlsanity.com/paper/2510.12402/) (2025)
- [DeMo: Decoupled Momentum Optimization](https://mlsanity.com/paper/2411.19870/) (2024)
- [Learning long range dependencies through time reversal symmetry breaking](https://mlsanity.com/paper/2506.05259/) (2025)
- [Do Images Speak Louder than Words? Investigating the Effect of Textual Misinformation in VLMs](https://mlsanity.com/paper/2601.19202/) (2026)
- [Scalable Parameter and Memory Efficient Pretraining for LLM: Recent Algorithmic Advances and Benchmarking](https://mlsanity.com/paper/2505.22922/) (2025)
- [φ-Balancing for Mixture-of-Experts Training](https://mlsanity.com/paper/2605.15403/) (2026)
- [Grams: Gradient Descent with Adaptive Momentum Scaling](https://mlsanity.com/paper/2412.17107/) (2024)
- [Memory-Efficient LLM Training by Various-Grained Low-Rank Projection of Gradients](https://mlsanity.com/paper/2505.01744/) (2025)
- [Low-Rank Friction for Memory-Efficient Transformer Pretraining](https://mlsanity.com/paper/2609.30342/) (2026)

## Abstract (arXiv)

Modern deep learning heavily depends on adaptive optimizers such as Adam and its variants, which are renowned for their capacity to handle model scaling and streamline hyperparameter tuning. However, these algorithms typically experience high memory overhead caused by the accumulation of optimization states, leading to a critical challenge in training large-scale network models. In this study, we introduce a novel adaptive optimizer, H-Fac, which incorporates a memory-efficient factorization approach to address this challenge. By employing a rank-1 parameterization for both momentum and scaling parameter estimators, H-Fac reduces memory costs to a sublinear level while maintaining competitive performance across a wide range of architectures. We develop our algorithms based on principles derived from Hamiltonian dynamics, providing robust theoretical underpinnings in optimization dynamics and convergence guarantees. These optimization algorithms are designed to be both straightforward and adaptable, facilitating easy implementation in diverse settings.
