OptMuon: Closed-Loop Orthogonalized Momentum Methods for Stochastic Optimization with Zero-Noise Optimality
Ganzhao Yuan
Abstract
Orthogonalized momentum updates, as used in Muon-style optimizers, have recently shown strong empirical stability in large-scale deep learning. However, most current orthogonalized methods are still paired with fixed, externally scheduled, or otherwise open-loop magnitude rules, so their scale is not directly calibrated from the realized optimization trajectory. Motivated by the closed-loop perspective behind Lipschitz-free and noise-adaptive methods, we propose OptMuon, a family of adaptive momentum orthogonalization methods for stochastic nonconvex optimization. OptMuon combines Muon-style polar-factor directions with a trajectory-dependent AdaGrad-Norm-type coefficient schedule, so that the update magnitude is determined by the observed gradient and momentum history rather than by a prescribed Lipschitz-dependent rule. The schedule does not use the smoothness constant, the variance level, or the bounded-gradient constant in parameter selection, and its running-maximum correction prevents isolated gradient spikes from causing excessive coefficient collapse. Under lower-boundedness, unbiased stochastic gradients with bounded variance, smoothness, and an almost-sure bounded stochastic-gradient condition, we prove two complementary expected-stationarity guarantees. OptMuon-A achieves the noise-adaptive rate \(\tilde{\mathcal O}(T^{-1/2}+σ^{1/2}T^{-1/4})\) under average smoothness, while OptMuon-I achieves \(\tilde{\mathcal O}(T^{-1/2}+σ^{1/3}T^{-1/3})\) under individual smoothness. In the zero-noise regime, both bounds automatically reduce to a nearly optimal deterministic first-order rate \(\tilde{\mathcal O}(T^{-1/2})\) without manual hyperparameter retuning. These results show that closed-loop scalar adaptation can be combined with Muon-style momentum orthogonalization while retaining noise adaptivity and zero-noise optimality up to logarithmic factors.
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Classified with taxonomy v2 on Sat, 5 Sept 2026.