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ScaleBiO: Scalable Bilevel Optimization for LLM Data Reweighting

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arxiv 2406.19976 v2 pith:QD64J2SY submitted 2024-06-28 cs.LG math.OC

classification cs.LGmath.OC
keywords bileveloptimizationdataparadigmscalebiollmsreweightingalgorithms
verification ladder T0 review T1 audit T2 compute T3 formal
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abstract

Bilevel optimization has shown its utility across various machine learning settings, yet most algorithms in practice require second-order information, making it challenging to scale them up. Only recently, a paradigm of first-order algorithms has emerged in the theoretical literature, capable of effectively addressing bilevel optimization problems. Nevertheless, the practical efficiency of this paradigm remains unverified, particularly in the context of large language models (LLMs). This paper introduces the first scalable instantiation of this paradigm called ScaleBiO, focusing on bilevel optimization for large-scale LLM data reweighting. By combining with a recently proposed memory-efficient training technique called LISA, our novel algorithm allows the paradigm to scale to $\sim$30B-sized LLMs on $8\times$H100 GPUs, marking the first successful application of bilevel optimization under practical scenarios for large-sized LLMs. Empirically, extensive experiments on data reweighting verify the effectiveness of ScaleBiO for different-scaled models, including Llama-3-8B, Gemma-2-9B, Qwen-2-7B, and Qwen-2.5-32B, where bilevel optimization succeeds in instruction-following and math reasoning tasks, outperforming several popular baselines, including uniform sampling, influence-aware data filtering, and reference-model-based sampling methods. Theoretically, ScaleBiO ensures the optimality of the learned data weights, along with a convergence guarantee matching the conventional first-order bilevel optimization paradigm on smooth and strongly convex objectives.

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Cited by 6 Pith papers

Reviewed papers in the Pith corpus that reference this work. Sorted by Pith novelty score. Full citation record

  1. On the Condition Number Dependency in Bilevel Optimization

    math.OC 2025-11 conditional novelty 7.0 of 10

    NC-SC bilevel optimization provably needs Ω(κ_y^2 ε^-2) first-order oracle calls in the worst case, beating the minimax lower bound; a faster O~(κ_y^{7/2} ε^-2) fully first-order method is also given.

  2. BLISS: A Lightweight Bilevel Influence Scoring Method for Data Selection in Language Model Pretraining

    cs.LG 2025-10 conditional novelty 6.0 of 10

    A bilevel optimization method ranks pretraining data by training a small proxy model on weighted samples, yielding modest downstream-task gains without external pretrained models.

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    Execution-driven bootstrapping, where a model generates SQL, executes it, and keeps only queries that run, lets a 7B model outperform GPT-4o on PostgreSQL, MySQL, and Oracle text-to-SQL benchmarks.

  4. AutoMixAlign: Adaptive Data Mixing for Multi-Task Preference Optimization in LLMs

    cs.LG 2025-05 conditional novelty 5.0 of 10

    AutoMixAlign adaptively reweights or resamples task data during DPO training to match specialist-model losses, improving average performance on helpfulness, coding, and safety benchmarks compared to standard DPO and m...

  5. Rethinking Data Mixture for Large Language Models: A Comprehensive Survey and New Perspectives

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    A survey organizing LLM data mixture methods into offline and online families, with a fine-grained taxonomy based on optimization frameworks.

  6. A Survey of LLM $\times$ DATA

    cs.DB 2025-05 conditional novelty 5.0 of 10

    A comprehensive survey of the bidirectional links between LLMs and data management, organized as DATA4LLM and LLM4DATA with a new 'IaaS' data-quality framework.

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