Momentum Further Constrains Sharpness at the Edge of Stochastic Stability
Arseniy Andreyev, Advikar Ananthkumar, Marc Walden, Tomaso A Poggio, Pierfrancesco Beneventano
Abstract
Recent work suggests that (stochastic) gradient descent self-organizes near the instability boundary, shaping both optimization and the solutions found. Momentum and mini-batch gradients are widely used in practical deep learning optimization, but it remains unclear whether they operate in a comparable regime of instability. We demonstrate that SGD with momentum exhibits an Edge of Stochastic Stability (EoSS)-like regime with batch-size--dependent behavior that cannot be explained by a single momentum-adjusted stability threshold. Batch Sharpness (the expected directional mini-batch curvature) stabilizes in two distinct regimes: at small batch sizes it converges to a lower plateau , reflecting amplification of stochastic fluctuations by momentum and favoring flatter regions than vanilla SGD; at large batch sizes it converges to a higher plateau , where momentum recovers its classical stabilizing effect and favors sharper regions consistent with full-batch dynamics. We further show this aligns with linear stability thresholds and we discuss the implications on hyperparameters tuning and coupling.
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