# TerMeZO: Ternary Sparse Zeroth-Order Optimization for Fine-tuning BitNet Models at the Edge

arXiv: https://arxiv.org/abs/2609.33548 · HTML: https://mlsanity.com/paper/2609.33548/

## Key facts

- Cited by 1 papers in the map (data through 14 Oct 2026).
- Builds on 70 of its 83 references that are in the map.
- First posted on arXiv 27 Sep 2026.

## Builds on (most cited first, 30 of 70)

- [Language Models are Few-Shot Learners](https://mlsanity.com/paper/2005.14165/) (2020)
- [Training Verifiers to Solve Math Word Problems](https://mlsanity.com/paper/2110.14168/) (2021)
- [Evaluating Large Language Models Trained on Code](https://mlsanity.com/paper/2107.03374/) (2021)
- [GLUE: A Multi-Task Benchmark and Analysis Platform for Natural Language Understanding](https://mlsanity.com/paper/1804.07461/) (2018)
- [Parameter-Efficient Transfer Learning for NLP](https://mlsanity.com/paper/1902.00751/) (2019)
- [Prefix-Tuning: Optimizing Continuous Prompts for Generation](https://mlsanity.com/paper/2101.00190/) (2021)
- [The Power of Scale for Parameter-Efficient Prompt Tuning](https://mlsanity.com/paper/2104.08691/) (2021)
- [QLoRA: Efficient Finetuning of Quantized LLMs](https://mlsanity.com/paper/2305.14314/) (2023)
- [Pointer Sentinel Mixture Models](https://mlsanity.com/paper/1609.07843/) (2016)
- [The Lottery Ticket Hypothesis: Finding Sparse, Trainable Neural Networks](https://mlsanity.com/paper/1803.03635/) (2018)
- [BoolQ: Exploring the Surprising Difficulty of Natural Yes/No Questions](https://mlsanity.com/paper/1905.10044/) (2019)
- [Estimating or Propagating Gradients Through Stochastic Neurons for Conditional Computation](https://mlsanity.com/paper/1308.3432/) (2013)
- [GPTQ: Accurate Post-Training Quantization for Generative Pre-trained Transformers](https://mlsanity.com/paper/2210.17323/) (2022)
- [SmoothQuant: Accurate and Efficient Post-Training Quantization for Large Language Models](https://mlsanity.com/paper/2211.10438/) (2022)
- [ZeRO: Memory Optimizations Toward Training Trillion Parameter Models](https://mlsanity.com/paper/1910.02054/) (2019)
- [AWQ: Activation-aware Weight Quantization for LLM Compression and Acceleration](https://mlsanity.com/paper/2306.00978/) (2023)
- [BitFit: Simple Parameter-efficient Fine-tuning for Transformer-based Masked Language-models](https://mlsanity.com/paper/2106.10199/) (2021)
- [Towards a Unified View of Parameter-Efficient Transfer Learning](https://mlsanity.com/paper/2110.04366/) (2021)
- [XNOR-Net: ImageNet Classification Using Binary Convolutional Neural Networks](https://mlsanity.com/paper/1603.05279/) (2016)
- [AdapterFusion: Non-Destructive Task Composition for Transfer Learning](https://mlsanity.com/paper/2005.00247/) (2020)
- [DoRA: Weight-Decomposed Low-Rank Adaptation](https://mlsanity.com/paper/2402.09353/) (2024)
- [Stochastic First- and Zeroth-order Methods for Nonconvex Stochastic Programming](https://mlsanity.com/paper/1309.5549/) (2013)
- [P-Tuning v2: Prompt Tuning Can Be Comparable to Fine-tuning Universally Across Scales and Tasks](https://mlsanity.com/paper/2110.07602/) (2021)
- [Intrinsic Dimensionality Explains the Effectiveness of Language Model Fine-Tuning](https://mlsanity.com/paper/2012.13255/) (2020)
- [ZOO: Zeroth Order Optimization based Black-box Attacks to Deep Neural Networks without Training Substitute Models](https://mlsanity.com/paper/1708.03999/) (2017)
- [Parameter-Efficient Fine-Tuning for Large Models: A Comprehensive Survey](https://mlsanity.com/paper/2403.14608/) (2024)
- [BinaryConnect: Training Deep Neural Networks with binary weights during propagations](https://mlsanity.com/paper/1511.00363/) (2015)
- [Evolution Strategies as a Scalable Alternative to Reinforcement Learning](https://mlsanity.com/paper/1703.03864/) (2017)
- [Black-box Adversarial Attacks with Limited Queries and Information](https://mlsanity.com/paper/1804.08598/) (2018)
- [BRECQ: Pushing the Limit of Post-Training Quantization by Block Reconstruction](https://mlsanity.com/paper/2102.05426/) (2021)

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

- [Lost in the bf16 Cast: Exporting Ternary Language Models Can Revert Most Low-Learning-Rate Code Changes](https://mlsanity.com/paper/2610.07853/) (2026)

## Abstract (arXiv)

Fine-tuning anguage models (LLMs) with first-order optimizers requires a memory several times larger than that required for inference. Memory-efficient zeroth-order optimization (MeZO) sidesteps this cost by estimating gradients from forward passes only. However, for BitNet architectures, a family of LLMs with ternary -1,0,1 weights and 8-bit activations, fine-tuning requires updating full-precision latent weights, and thus the memory footprint of MeZO no longer matches that of inference. A promising solution is to finetune only a subset of the latent weights, but existing sparse zeroth-order (ZO) methods either ignore the ternary structure or require first-order gradient information to build a sparse mask, which is at odds with the purpose of ZO fine-tuning. We propose TerMeZO, a sparse MeZO scheme that exploits the geometry of the ternary quantizer itself to identify the latent weights that are more likely to change values during fine-tuning, at no additional data or memory cost. Our convergence analysis shows that TerMeZO can converge faster than full-parameter MeZO, owing to its optimized reduction of the fine-tuning effective dimension. We run extensive experiments on BitNet models ranging from 1B to 3B parameters, spanning classification, instruction-following, and mathematical reasoning tasks. TerMeZO matches or exceeds the performance of full-parameter MeZO while substantially reducing the fine-tuning memory footprint.
