# Accelerating SGDM via Learning Rate and Batch Size Schedules: A Lyapunov-Based Analysis

arXiv: https://arxiv.org/abs/2508.03105 · HTML: https://mlsanity.com/paper/2508.03105/

## Key facts

- Cited by 1 papers in the map (data through 14 Oct 2026).
- Builds on 21 of its 36 references that are in the map.
- First posted on arXiv 5 Aug 2025.

## Builds on (most cited first, 21 of 21)

- [SGDR: Stochastic Gradient Descent with Warm Restarts](https://mlsanity.com/paper/1608.03983/) (2016)
- [Accurate, Large Minibatch SGD: Training ImageNet in 1 Hour](https://mlsanity.com/paper/1706.02677/) (2017)
- [Optimization Methods for Large-Scale Machine Learning](https://mlsanity.com/paper/1606.04838/) (2016)
- [Don't Decay the Learning Rate, Increase the Batch Size](https://mlsanity.com/paper/1711.00489/) (2017)
- [Measuring the Effects of Data Parallelism on Neural Network Training](https://mlsanity.com/paper/1811.03600/) (2018)
- [An Improved Analysis of Stochastic Gradient Descent with Momentum](https://mlsanity.com/paper/2007.07989/) (2020)
- [A Unified Analysis of Stochastic Momentum Methods for Deep Learning](https://mlsanity.com/paper/1808.10396/) (2018)
- [On the insufficiency of existing momentum schemes for Stochastic Optimization](https://mlsanity.com/paper/1803.05591/) (2018)
- [Understanding the Role of Momentum in Stochastic Gradient Methods](https://mlsanity.com/paper/1910.13962/) (2019)
- [Stochastic Heavy Ball](https://mlsanity.com/paper/1609.04228/) (2016)
- [Convergence of a Stochastic Gradient Method with Momentum for Non-Smooth Non-Convex Optimization](https://mlsanity.com/paper/2002.05466/) (2020)
- [Coupling Adaptive Batch Sizes with Learning Rates](https://mlsanity.com/paper/1612.05086/) (2016)
- [Momentum via Primal Averaging: Theoretical Insights and Learning Rate Schedules for Non-Convex Optimization](https://mlsanity.com/paper/2010.00406/) (2020)
- [Demon: Improved Neural Network Training with Momentum Decay](https://mlsanity.com/paper/1910.04952/) (2019)
- [Increasing Both Batch Size and Learning Rate Accelerates Stochastic Gradient Descent](https://mlsanity.com/paper/2409.08770/) (2024)
- [On the Hyperparameters in Stochastic Gradient Descent with Momentum](https://mlsanity.com/paper/2108.03947/) (2021)
- [Existence and Estimation of Critical Batch Size for Training Generative Adversarial Networks with Two Time-Scale Update Rule](https://mlsanity.com/paper/2201.11989/) (2022)
- [On the Performance Analysis of Momentum Method: A Frequency Domain Perspective](https://mlsanity.com/paper/2411.19671/) (2024)
- [Iteration and Stochastic First-order Oracle Complexities of Stochastic Gradient Descent using Constant and Decaying Learning Rates](https://mlsanity.com/paper/2402.15344/) (2024)
- [Increasing Batch Size Improves Convergence of Stochastic Gradient Descent with Momentum](https://mlsanity.com/paper/2501.08883/) (2025)
- [Both Asymptotic and Non-Asymptotic Convergence of Quasi-Hyperbolic Momentum using Increasing Batch Size](https://mlsanity.com/paper/2506.23544/) (2025)

## Built on by (most cited first, 1 of 1)

- [Vanilla SGD with Momentum Survives Heavy-Tailed Noise: Convergence Analysis without Gradient Clipping or Normalization](https://mlsanity.com/paper/2607.08104/) (2026)

## Abstract (arXiv)

We analyze the convergence behavior of stochastic gradient descent with momentum (SGDM) under dynamic learning-rate and batch-size schedules by introducing a novel and simpler Lyapunov function. We extend the existing theoretical framework to cover three practical scheduling strategies commonly used in deep learning: a constant batch size with a decaying learning rate, an increasing batch size with a decaying learning rate, and an increasing batch size with an increasing learning rate. Our results reveal a clear hierarchy in convergence: a constant batch size does not guarantee convergence of the expected gradient norm under our Lyapunov-based analysis, whereas an increasing batch size does, and simultaneously increasing both the batch size and learning rate achieves a provably faster decay. Empirical results validate our theory, showing that dynamically scheduled SGDM significantly outperforms its fixed-hyperparameter counterpart in convergence speed. We also evaluated a warmup schedule in experiments, which empirically outperformed all other strategies in convergence behavior.
