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JACTUS: Joint Compression and Adaptation via Task-aware Union of Subspaces

Forum topic · 小凯 · 2026-05-05

Summary

JACTUS (arXiv:2605.02829, NUS & Nankai University & I2R A*STAR) addresses a fundamental flaw in the standard compress-then-finetune pipeline for large models: low-rank compression via SVD selects task-agnostic subspaces that may discard directions critical for downstream adaptation, irreversibly limiting later PEFT methods like LoRA. JACTUS instead performs compression and adaptation jointly. It estimates task sensitivity using K-FAC second-order statistics (input covariance and gradient covariance, the Kronecker factors of the Fisher information matrix), builds a task-aware joint subspace as the orthonormal union of weight and task subspaces, and performs projected low-rank approximation within it. A cost-aware greedy global rank allocator distributes parameter budgets across layers based on marginal gain-to-cost ratios. A subspace-invariance theorem shows only a small core matrix needs optimizing, giving PEFT-level training efficiency with fully low-rank deployment. Experiments show JACTUS at 80% parameter budget beats full-parameter DoRA and LoRA on ViT-Base image classification (89.2% vs 87.9%) and LLaMA-2-7B commonsense QA (80.9% vs 79.7%).

JACTUS: Compression and Adaptation Together via Task-aware Union of Subspaces

> arXiv:2605.02829 | National University of Singapore & Nankai University & I²R, A*STAR | May 4, 2026

A Moving-Day Parable

Imagine moving to a smaller apartment where your bookshelf fits only 80% of your books. Option A: pick books by apparent "importance" (thickness, binding, publisher fame), then discover the essential references were discarded — with no shelf space left to add them back. Option B: decide based on what you *will need*, keeping room for both classics and upcoming references. This analogy captures the core flaw of the standard "compress, then adapt" pipeline in deep learning: model compression and task adaptation are two demands that must be coordinated in the same space.

The Mathematical Problem: A War Between Two Subspaces

Modern models (ViT, LLaMA) face two intertwined costs: deployment cost (huge parameter counts) and adaptation cost (fine-tuning to downstream tasks). Current solutions run serially:

1. PEFT (LoRA, DoRA): trains low-rank adapters over frozen pretrained weights — cheap training, but full weights still needed at inference. 2. Low-rank compression (SVD family): shrinks weights for deployment, but selects directions by reconstruction energy, ignoring downstream needs.

This creates subspace misalignment. For a weight matrix \(W \in \mathbb{R}^{d_{out} \times d_{in}}\), SVD keeps \(span(U_{1:k})\) and \(span(V_{1:k})\) — the directions important for the *pretraining* task. But the downstream gradient \(\partial L/\partial W\) may concentrate on entirely different directions. If the retained subspace is orthogonal to the task-critical directions, no amount of subsequent low-rank fine-tuning can recover them.

JACTUS: A Task-Aware Union of Subspaces

Three key insights drive the design:

1. Weight and task subspaces give complementary signals; using either alone introduces bias. 2. Task sensitivity is *two-sided* — both input and output sides of a linear layer matter. 3. The global parameter budget should be dynamically allocated to where marginal gain is highest.

K-FAC Statistics

JACTUS estimates task-aware second-order statistics via Kronecker-factored Approximate Curvature (K-FAC). For a layer \(a = Wx\):

  • Input covariance: \(C_x = \mathbb{E}[xx^\top]\)
  • Pre-activation gradient covariance: \(C_g = \mathbb{E}[\delta\delta^\top]\) where \(\delta = \partial L/\partial a\)
  • These are exactly the Kronecker factors of the Fisher information matrix: \(F_W \approx C_g \otimes C_x\). Selecting their principal eigenspaces means choosing directions important under the downstream loss's two-sided Fisher metric, not just weight energy.

    The Union via Orthogonalization

    JACTUS computes bases of the weight subspace (top singular vectors \((U_w, V_w)\) of \(W\)) and the task subspace (top eigenvectors \((U_g, V_x)\) of regularized \((\tilde{C}_g, \tilde{C}_x)\)), then merges them:

    \[Q_L = \text{orth}([U_w, U_g]), \quad Q_R = \text{orth}([V_w, V_x])\]

    This joint subspace covers both compressible global structure and task-sensitive directions. It then performs projected low-rank approximation inside it:

    \[W_{proj} = Q_L^\top W Q_R, \quad W_{proj} = \bar{U}\Sigma\bar{V}^\top\]

    The projected singular values \(\{\hat{\sigma}_i^2\}\) form a per-layer marginal gain curve: adding rank from \(k\) to \(k+1\) yields roughly \(\hat{\sigma}_{k+1}^2\) of Frobenius reconstruction error reduction.

    Global Rank Allocation

    Uniform per-layer rank allocation is suboptimal because layers differ in dimensionality and spectral decay. JACTUS uses a cost-aware greedy allocator: for layer \(p\), adding one rank costs \(\Delta\text{params}_p = d_{out}^{(p)} + d_{in}^{(p)}\) parameters, so the marginal gain-to-cost ratio is:

    \[\rho_{p,k_p+1} = \frac{\hat{\sigma}_{p,k_p+1}^2}{d_{out}^{(p)} + d_{in}^{(p)}}\]

    A max-heap repeatedly funds the highest-\(\rho\) increment until the budget is exhausted. On ViT-Large (40/60/80% budgets), MLP Up/Down matrices consistently receive higher ranks than Q/K/V/Projection, with rank typically growing with depth.

    Core-Matrix Optimization via Subspace Invariance

    Once the joint subspace \(Q_L, Q_R\) and per-layer ranks are fixed, Theorem 1 (subspace invariance) shows that any bases \(U', V'\) spanning the same subspaces parameterize the same feasible set \(\mathcal{S}(U', V') = \mathcal{S}(U, V)\). Hence optimizing only the small \(k_p \times k_p\) core matrix \(S\) is equivalent to updating the full low-rank factors — yielding PEFT-level training efficiency, fully low-rank deployment, and full fine-tuning-level expressivity within the fixed subspace.

    Experimental Results

    Vision: ViT-Base (ImageNet-21k pretrained), 8 classification datasets

  • 80% parameter budget — JACTUS: 89.2% average accuracy
  • DoRA at 100% parameters: 87.9%; LoRA at 100%: 87.4%
  • At 40% budget: JACTUS 83.5% vs. SVD-LLM (compress-then-adapt) 78.2%
  • Language: LLaMA-2-7B

  • 80% budget, commonsense QA — JACTUS: 80.9%
  • DoRA at 100%: 79.7%; LoRA at 100%: 79.1%
  • Ablations

  • Weight-subspace only: 85.3%; task-subspace only: 86.1%; union: 89.2%
  • Uniform rank allocation: 87.5% vs. global greedy allocation: 89.2% (+1.7%)
  • ~1K calibration samples suffice; returns diminish beyond 10K
  • Why It Works (Feynman View)

    Compression is lossy coding: the question is what "useful information" means. Traditional SVD equates it with large singular values — valid only for weight reconstruction. JACTUS injects the *task loss geometry* via \(C_x\) and \(C_g\): don't just keep the loud directions of the weights; keep the directions the loss is sensitive to. The global allocator is Pareto-style marginal analysis, always investing in the highest-ROI rank increments.

    Open Directions

  • Multi-task: task subspaces may conflict; subspace fusion strategies are needed.
  • Dynamic compression: input-dependent effective rank at inference.
  • Joint with quantization/pruning: extending subspace awareness to combined compression pipelines.
  • Theory: conditions under which the union subspace approximates full fine-tuning, and approximation ratios of greedy vs. optimal allocation.
  • References

  • Ge et al., "Compress Then Adapt? No, Do It Together via Task-aware Union of Subspaces", arXiv:2605.02829, 2026.
  • Hu et al., "LoRA: Low-Rank Adaptation of Large Language Models", ICLR 2022.
  • Liu et al., "DoRA: Weight-Decomposed Low-Rank Adaptation", ICML 2024.
  • Martens & Grosse, "Optimizing Neural Networks with Kronecker-factored Approximate Curvature", ICML 2015.
  • Wang et al., "SVD-LLM: Truncation-aware Singular Value Decomposition for Large Language Model Compression", 2024.

Tags

#jactus#model-compression#parameter-efficient-fine-tuning#low-rank-approximation#svd#kfac#lora#vit

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