Revisiting Zeroth-Order Optimization for Memory-Efficient LLM Fine-Tuning: A Benchmark

• URL: http://arxiv.org/abs/2402.11592v3
• Date: Tue, 28 May 2024 03:27:06 GMT
• Title: Revisiting Zeroth-Order Optimization for Memory-Efficient LLM Fine-Tuning: A Benchmark
• Authors: Yihua Zhang, Pingzhi Li, Junyuan Hong, Jiaxiang Li, Yimeng Zhang, Wenqing Zheng, Pin-Yu Chen, Jason D. Lee, Wotao Yin, Mingyi Hong, Zhangyang Wang, Sijia Liu, Tianlong Chen,
• Abstract summary: This paper proposes a shift towards BP-free, zeroth-order (ZO) optimization as a solution for reducing memory costs during fine-tuning. Unlike traditional ZO-SGD methods, our work expands the exploration to a wider array of ZO optimization techniques. Our study unveils previously overlooked optimization principles, highlighting the importance of task alignment, the role of the forward gradient method, and the balance between algorithm complexity and fine-tuning performance.
• Score: 166.40879020706151
• License: http://creativecommons.org/licenses/by/4.0/
• Abstract: In the evolving landscape of natural language processing (NLP), fine-tuning pre-trained Large Language Models (LLMs) with first-order (FO) optimizers like SGD and Adam has become standard. Yet, as LLMs grow {in size}, the substantial memory overhead from back-propagation (BP) for FO gradient computation presents a significant challenge. Addressing this issue is crucial, especially for applications like on-device training where memory efficiency is paramount. This paper proposes a shift towards BP-free, zeroth-order (ZO) optimization as a solution for reducing memory costs during LLM fine-tuning, building on the initial concept introduced by MeZO. Unlike traditional ZO-SGD methods, our work expands the exploration to a wider array of ZO optimization techniques, through a comprehensive, first-of-its-kind benchmarking study across five LLM families (Roberta, OPT, LLaMA, Vicuna, Mistral), three task complexities, and five fine-tuning schemes. Our study unveils previously overlooked optimization principles, highlighting the importance of task alignment, the role of the forward gradient method, and the balance between algorithm complexity and fine-tuning performance. We further introduce novel enhancements to ZO optimization, including block-wise descent, hybrid training, and gradient sparsity. Our study offers a promising direction for achieving further memory-efficient LLM fine-tuning. Codes to reproduce all our experiments are at https://github.com/ZO-Bench/ZO-LLM .

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