# What Really Matters in Matrix-Whitening Optimizers?

arXiv: https://arxiv.org/abs/2510.25000 · HTML: https://mlsanity.com/paper/2510.25000/

## Key facts

- Cited by 16 papers in the map (data through 14 Oct 2026).
- Builds on 39 of its 55 references that are in the map.
- First posted on arXiv 28 Oct 2025.

## Builds on (most cited first, 30 of 39)

- [Attention Is All You Need](https://mlsanity.com/paper/1706.03762/) (2017)
- [Language Models are Few-Shot Learners](https://mlsanity.com/paper/2005.14165/) (2020)
- [Training Compute-Optimal Large Language Models](https://mlsanity.com/paper/2203.15556/) (2022)
- [Optimization Methods for Large-Scale Machine Learning](https://mlsanity.com/paper/1606.04838/) (2016)
- [Adafactor: Adaptive Learning Rates with Sublinear Memory Cost](https://mlsanity.com/paper/1804.04235/) (2018)
- [Optimizing Neural Networks with Kronecker-factored Approximate Curvature](https://mlsanity.com/paper/1503.05671/) (2015)
- [signSGD: Compressed Optimisation for Non-Convex Problems](https://mlsanity.com/paper/1802.04434/) (2018)
- [Symbolic Discovery of Optimization Algorithms](https://mlsanity.com/paper/2302.06675/) (2023)
- [Shampoo: Preconditioned Stochastic Tensor Optimization](https://mlsanity.com/paper/1802.09568/) (2018)
- [An Empirical Model of Large-Batch Training](https://mlsanity.com/paper/1812.06162/) (2018)
- [Sophia: A Scalable Stochastic Second-order Optimizer for Language Model Pre-training](https://mlsanity.com/paper/2305.14342/) (2023)
- [Limitations of the Empirical Fisher Approximation for Natural Gradient Descent](https://mlsanity.com/paper/1905.12558/) (2019)
- [Old Optimizer, New Norm: An Anthology](https://mlsanity.com/paper/2409.20325/) (2024)
- [SOAP: Improving and Stabilizing Shampoo using Adam](https://mlsanity.com/paper/2409.11321/) (2024)
- [Dissecting Adam: The Sign, Magnitude and Variance of Stochastic Gradients](https://mlsanity.com/paper/1705.07774/) (2017)
- [Descending through a Crowded Valley - Benchmarking Deep Learning Optimizers](https://mlsanity.com/paper/2007.01547/) (2020)
- [Adaptive Gradient Methods at the Edge of Stability](https://mlsanity.com/paper/2207.14484/) (2022)
- [Fantastic Pretraining Optimizers and Where to Find Them](https://mlsanity.com/paper/2509.02046/) (2025)
- [NorMuon: Making Muon more efficient and scalable](https://mlsanity.com/paper/2510.05491/) (2025)
- [A Distributed Data-Parallel PyTorch Implementation of the Distributed Shampoo Optimizer for Training Neural Networks At-Scale](https://mlsanity.com/paper/2309.06497/) (2023)
- [Dion: Distributed Orthonormalized Updates](https://mlsanity.com/paper/2504.05295/) (2025)
- [Benchmarking Optimizers for Large Language Model Pretraining](https://mlsanity.com/paper/2509.01440/) (2025)
- [AdaMuon: Adaptive Muon Optimizer](https://mlsanity.com/paper/2507.11005/) (2025)
- [Understanding Optimization in Deep Learning with Central Flows](https://mlsanity.com/paper/2410.24206/) (2024)
- [MARS: Unleashing the Power of Variance Reduction for Training Large Models](https://mlsanity.com/paper/2411.10438/) (2024)
- [A New Perspective on Shampoo's Preconditioner](https://mlsanity.com/paper/2406.17748/) (2024)
- [Benchmarking Neural Network Training Algorithms](https://mlsanity.com/paper/2306.07179/) (2023)
- [PolarGrad: A Class of Matrix-Gradient Optimizers from a Unifying Preconditioning Perspective](https://mlsanity.com/paper/2505.21799/) (2025)
- [Preconditioned Stochastic Gradient Descent](https://mlsanity.com/paper/1512.04202/) (2015)
- [Cautious Optimizers: Improving Training with One Line of Code](https://mlsanity.com/paper/2411.16085/) (2024)

## Built on by (most cited first, 16 of 16)

- [Delving into Muon and Beyond: Deep Analysis and Extensions](https://mlsanity.com/paper/2602.04669/) (2026)
- [Clarifying Shampoo: Adapting Spectral Descent to Stochasticity and the Parameter Trajectory](https://mlsanity.com/paper/2602.09314/) (2026)
- [Understanding the Mechanisms of Fast Hyperparameter Transfer](https://mlsanity.com/paper/2512.22768/) (2025)
- [A Tale of Two Geometries: Adaptive Optimizers and Non-Euclidean Descent](https://mlsanity.com/paper/2511.20584/) (2025)
- [Decoupling Variance and Scale-Invariant Updates in Adaptive Gradient Descent for Unified Vector and Matrix Optimization](https://mlsanity.com/paper/2602.06880/) (2026)
- [Beyond Muon: MUD (MomentUm Decorrelation) for Faster Transformer Training](https://mlsanity.com/paper/2603.17970/) (2026)
- [When and Why SignSGD Outperforms SGD: A Theoretical Study Based on ℓ1-norm Lower Bounds](https://mlsanity.com/paper/2605.06615/) (2026)
- [Convergence Rate Analysis of the AdamW-style Shampoo: Unifying One-Sided and Two-Sided Preconditioning](https://mlsanity.com/paper/2601.07326/) (2026)
- [Revisiting Adam for Streaming Reinforcement Learning](https://mlsanity.com/paper/2605.06764/) (2026)
- [MALT: Lightweight Curvature-Aware Muon via Diagonal Preconditioning](https://mlsanity.com/paper/2608.05088/) (2026)
- [Second-Order Muon Done Right: A Principled Marriage of Spectral Geometry and Curvature](https://mlsanity.com/paper/2608.09763/) (2026)
- [SMAC: Score-Matched Actor-Critics for Robust Offline-to-Online Transfer](https://mlsanity.com/paper/2602.17632/) (2026)
- [AMO: Operator-level Adaptive Muon Orthogonalization](https://mlsanity.com/paper/2605.17806/) (2026)
- [Exploiting weight-space symmetries for approximating curvature](https://mlsanity.com/paper/2606.00442/) (2026)
- [Blog: Survey of Optimizers](https://mlsanity.com/paper/2608.28557/) (2026)
- [Which Geometry on Which Layer? Measured Sign-Spectral Assignment in Mixed-Optimizer Training](https://mlsanity.com/paper/2610.17285/) (2026)

## Abstract (arXiv)

A range of recent optimizers have emerged that approximate the same "matrix-whitening" transformation in various ways. In this work, we systematically deconstruct such optimizers, aiming to disentangle the key components that explain performance. Across tuned hyperparameters across the board, all flavors of matrix-whitening methods reliably outperform elementwise counterparts, such as Adam. Matrix-whitening is often related to spectral descent -- however, experiments reveal that performance gains are *not explained solely by accurate spectral normalization* -- particularly, SOAP displays the largest per-step gain, even though Muon more accurately descends along the steepest spectral descent direction. Instead, we argue that matrix-whitening serves two purposes, and the variance adaptation component of matrix-whitening is the overlooked ingredient explaining this performance gap. Experiments show that variance-adapted versions of optimizers consistently outperform their sign-descent counterparts, including an adaptive version of Muon. We further ablate variance adaptation strategies, finding that while lookahead style approximations are not as effective, low-rank variance estimators can effectively reduce memory costs without a performance loss.
