GLM-5.3发布:同参数仅靠后训练能力跃升
Thoughts About Scaling Law
做模型训练和推理优化的同学必看,GLM-5.3用同参数规模只靠后训练实现能力跃升,直接验证了缩放定律的多旋钮属性,值得仔细拆解其方法论。
Thoughts About Scaling Law
关于规模法则的思考
Scaling, but not only of parameters. Every model release now ends with the same question: how many parameters? It isn't a question that can be answered on its own. Parameter count is only meaningful alongside three others — how much data you have, where you intend to spend your compute, and who will run the model, under what conditions.
规模,但不仅仅是参数的规模。现在每次模型发布都以同一个问题结束:有多少参数?这个问题无法单独回答。参数数量只有与其他三个因素一起才有意义——你有多少数据,你打算在哪里投入计算资源,以及谁将在什么条件下运行该模型。
The field learned this the hard way. Kaplan et al. (2020) fit an exponent that told everyone to grow parameters faster than data — roughly 2.7:1 — and the industry complied: GPT-3, Gopher, MT-NLG. Hoffmann et al. (2022) redid the experiment across four hundred models and found the compute-optimal split is closer to 20 tokens per parameter, and that with sufficient compute the two should grow at the same rate rather than drifting apart. The error in the earlier fit compounded with every order of magnitude of compute, which is why the largest models of that generation were the most misallocated. The trillion-parameter round was, in retrospect, a detour the whole field took together and then reversed.
这个领域是通过艰难的方式学到这一点的。Kaplan等人(2020)拟合了一个指数,告诉所有人参数的增长速度应快于数据——大约2.7:1——业界照做了:GPT-3、Gopher、MT-NLG。Hoffmann等人(2022)在四百个模型上重做了实验,发现计算最优的分配更接近每个参数20个token,并且在足够的计算资源下,两者应以相同的速率增长,而不是逐渐偏离。早期拟合中的误差随着计算量的每个数量级而加剧,这就是为什么那一代最大的模型是最分配不当的。回顾来看,万亿参数的那一轮是整个领域共同走过然后又逆转的弯路。
Chinchilla wasn't the end either. It optimized training compute for models that would be trained once and evaluated. Today a model is called billions of times a day and inference dominates lifetime cost. Put inference into the objective and the optimum moves toward smaller models trained far longer — deliberate over-training, which is what Llama-2-7B and Gemma-2-9B were doing at roughly 290 and 889 tokens per parameter.
Chinchilla也不是终点。它优化的是那些训练一次然后评估的模型的训练计算。如今,一个模型每天被调用数十亿次,推理占据了生命周期成本的主导地位。将推理纳入目标后,最优解转向了训练时间更长的小型模型——即刻意过度训练,这正是Llama-2-7B和Gemma-2-9B所做的,它们分别约为每个参数290和889个token。
Sparsity moved the target again. In a MoE model two quantities have to be kept apart: total parameters govern roughly how much the model can hold — knowledge, facts, the long tail — while activated parameters and effective depth govern roughly how far it can think, how many steps of a causal chain it can carry before it comes apart. A dense 20:1 ratio does not transfer. And the ratio isn't a single number at all: Roberts et al. (2025) find the optimal tokens-per-parameter is task-dependent, with memorization favoring more parameters and reasoning favoring more data. Follow-up work on MoE observes that at fixed TPP, pushing total parameters higher actually degrades reasoning, while activating more experts reliably helps it.
稀疏性再次改变了目标。在MoE模型中,必须区分两个量:总参数大致决定模型能容纳多少——知识、事实、长尾——而激活参数和有效深度大致决定它能思考多远,能在因果链中走多少步而不崩溃。稠密的20:1比例并不适用。而且这个比例根本不是单一数字:Roberts等人(2025)发现最优的每个参数token数是任务相关的,记忆任务偏好更多参数,推理任务偏好更多数据。关于MoE的后续工作观察到,在固定的TPP下,提高总参数实际上会损害推理能力,而激活更多专家则可靠地有助于推理。
This matters for what we are building toward. Finding a vulnerability is not a retrieval problem. It doesn't come from having memorized more CVEs; it comes from carrying a twenty-step chain of inference to the end without losing the thread. That capability does not live in total parameter count.
这对我们正在构建的目标至关重要。发现漏洞并非检索问题,它不来自于记忆更多的CVE,而是来自于能够将二十步推理链坚持到底而不迷失线索。这种能力并不存在于总参数量中。
Which brings us to this release. Total parameters appear to matter up to a threshold — enough to hold the world — after which additional capability comes from scaling elsewhere: effective depth per forward pass, and above all post-training. GLM-5.3 is our controlled experiment on that claim. Same base, same architecture, same total and activated parameters as GLM-5.2. One month of scaling long-horizon environments and RL. The gains are not marginal. Well, scaling has more than one dial. We turned the post-training one this time because it had the most slack left in it — not because the others are finished. Base model size, pretraining data, compute spent per forward pass: all of them are still on the table, and we will come back to each. What this experiment taught us is that the dials do not have to be turned together, and that the one worth turning next is rarely the one that was worth turning last. We are not done scaling. Next time, maybe mid-training, pre-training, and even more.
这引出了本次发布。总参数量似乎在一个阈值内起作用——足以容纳世界——之后额外的能力来自于其他方面的扩展:每次前向传递的有效深度,以及最重要的,训练后阶段。GLM-5.3是我们对这一论断的受控实验。与GLM-5.2相比,基础模型、架构、总参数和激活参数相同。一个月的时间用于扩展长时程环境和强化学习。收益并非微不足道。嗯,扩展不止一个旋钮。这次我们转动了训练后的那个,因为它还有最大的余量——并非因为其他旋钮已经完成。基础模型大小、预训练数据、每次前向传递的计算量:这些都还在考虑之中,我们将逐一回来处理。这个实验教会我们的是,旋钮不必同时转动,而且下一个值得转动的旋钮很少是上一个值得转动的。我们并未停止扩展。下次,可能是训练中、预训练,甚至更多。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力