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185 changes: 185 additions & 0 deletions experiments/exp4_18b_moe_training/CHECKPOINT_GUIDE.md
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# Checkpoint Loading and Resume Training Guide

This guide explains how to load checkpoints and resume training for the MoE model.

## Quick Start

### Resume Training from a Checkpoint

```bash
# Resume from the latest checkpoint
python experiments/exp4_18b_moe_training/run_experiment.py \
--gpu 4090 \
--resume experiments/exp4_18b_moe_training/checkpoints/checkpoint_latest.pt

# Resume from a specific step checkpoint
python experiments/exp4_18b_moe_training/run_experiment.py \
--gpu 4090 \
--resume experiments/exp4_18b_moe_training/checkpoints/checkpoint_step_5000.pt
```

### Load Model for Inference Only

```python
from experiments.exp4_18b_moe_training.trainer_18b import load_checkpoint
from experiments.exp4_18b_moe_training.models_18b import MoE18BLLM
import torch

# Load checkpoint to get config
checkpoint = torch.load('checkpoints/checkpoint_latest.pt')
config = checkpoint['config']

# Create model
model = MoE18BLLM(config)

# Load weights (no optimizers needed for inference)
step, config, metrics = load_checkpoint(
'checkpoints/checkpoint_latest.pt',
model,
device='cuda'
)

model.eval() # Set to evaluation mode
print(f"Loaded model from step {step}")
```

## Checkpoint Structure

Each checkpoint contains:
- `step`: Training step number
- `model_state_dict`: Model weights
- `optimizer_states`: Optimizer states (for resuming)
- `scheduler_states`: Learning rate scheduler states (for resuming)
- `config`: Model configuration
- `metrics`: Training metrics at that step

## Checkpoint Locations

Checkpoints are saved in: `experiments/exp4_18b_moe_training/checkpoints/`

Two types of checkpoints are saved:
1. **Periodic checkpoints**: `checkpoint_step_<STEP>.pt` (saved every 5000 steps)
2. **Latest checkpoint**: `checkpoint_latest.pt` (always updated with the most recent state)

## Resume Training Behavior

When you resume training:
1. ✅ Model weights are restored
2. ✅ Optimizer states are restored (momentum, adaptive learning rates, etc.)
3. ✅ Learning rate scheduler is restored
4. ✅ Training resumes from the saved step number
5. ✅ Token count continues from where it left off

This ensures **seamless continuation** of training with no degradation in optimization.

## Example Use Cases

### 1. Training Interrupted? Resume It!

```bash
# Your training crashed at step 8,234?
python experiments/exp4_18b_moe_training/run_experiment.py \
--gpu 4090 \
--resume checkpoints/checkpoint_latest.pt
```

### 2. Load Model to Evaluate on Custom Data

```python
from experiments.exp4_18b_moe_training.load_and_use_checkpoint import load_model_for_inference

model, config, step = load_model_for_inference('checkpoints/checkpoint_step_10000.pt')

# Now use model for evaluation or inference
with torch.no_grad():
logits, _ = model(input_tokens, return_aux_loss=False)
```

### 3. Continue Training with Different Settings

```python
# Load checkpoint, modify config, and continue training
from experiments.exp4_18b_moe_training.trainer_18b import train_18b_model, load_checkpoint
from experiments.exp4_18b_moe_training.config_4090 import MoE4090Config

# Load and modify config
config = MoE4090Config(vocab_size=49152)
config.muon_lr = 0.005 # Lower learning rate for fine-tuning

# Resume training with new config
model, metrics = train_18b_model(
config,
train_loader,
val_loader,
checkpoint_path='checkpoints/checkpoint_step_25000.pt'
)
```

## Helper Script

A helper script is provided: `load_and_use_checkpoint.py`

```bash
# Load model for inference
python experiments/exp4_18b_moe_training/load_and_use_checkpoint.py --mode inference

# Example of resuming training
python experiments/exp4_18b_moe_training/load_and_use_checkpoint.py --mode resume
```

## GPU Compatibility

Checkpoints saved with one GPU config can be loaded with another:
- A model trained on 4090 can be loaded on B200 (and vice versa)
- Just make sure the **model architecture** matches (same config file)
- The `--gpu` flag only affects NEW training runs, not loading

## Troubleshooting

### "RuntimeError: Error(s) in loading state_dict"
- Make sure the config matches the checkpoint
- Check that you're using the same model architecture

### "CUDA out of memory" when loading
- The checkpoint was trained on a larger GPU
- Use a smaller config or reduce batch size

### Training starts from step 0 even with --resume
- Check that the checkpoint path is correct
- Verify the checkpoint file exists

## Best Practices

1. **Always save `checkpoint_latest.pt`**: It's automatically saved and easy to resume from
2. **Keep periodic checkpoints**: They allow you to go back to earlier states if needed
3. **Test checkpoint loading**: After saving, verify you can load it before deleting old checkpoints
4. **Document your training runs**: Note which checkpoint corresponds to which experiment

## Advanced: Manual Checkpoint Loading

```python
import torch

# Load checkpoint manually
checkpoint = torch.load('checkpoints/checkpoint_step_5000.pt')

print(f"Checkpoint from step: {checkpoint['step']}")
print(f"Training metrics: {checkpoint['metrics']}")
print(f"Model config: {checkpoint['config']}")

# Access model weights
model_weights = checkpoint['model_state_dict']

# Access optimizer state
optimizer_state = checkpoint['optimizer_states'][0] # Muon optimizer
```

## Summary

✅ **Resume training**: Use `--resume <checkpoint_path>`
✅ **Load for inference**: Use `load_checkpoint()` with no optimizer/scheduler
✅ **Checkpoints are saved automatically** every 5000 steps
✅ **Full training state is preserved**: weights, optimizer, scheduler, step number

For more examples, see `load_and_use_checkpoint.py`!

211 changes: 211 additions & 0 deletions experiments/exp4_18b_moe_training/EXPERIMENT_SUMMARY.md
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# Experiment 4: 18B MoE Training - Summary

## Objective
Train an 18 billion parameter Mixture of Experts (MoE) language model optimized for NVIDIA B200 GPU with 192GB VRAM, utilizing gradient checkpointing and the Muon optimizer for memory efficiency.

## Key Innovations

### 1. **Gradient Checkpointing Implementation**
- ✅ Implemented at transformer block level
- ✅ Checkpoints both attention and MoE FFN layers
- ✅ Reduces activation memory by ~40-50%
- ✅ Uses `use_reentrant=False` for better stability

### 2. **Memory-Optimized Architecture**
- **Total Params**: 18B
- **Active Params**: 4.5B per token (25% due to sparse routing)
- **Memory Breakdown**:
- Model: 36 GB
- Gradients: 36 GB
- Optimizer: 36 GB (Muon)
- Activations: 40-50 GB (with checkpointing)
- **Total: ~150-160 GB** (fits in 192GB with headroom)

### 3. **Sparse MoE Design**
- 8 experts total, top-2 active per token
- 75% of expert parameters "inactive" but still in memory
- Load balancing auxiliary loss to prevent expert collapse
- Enables 4x model capacity vs dense model

## Technical Specifications

| Component | Configuration |
|-----------|---------------|
| Architecture | Transformer with MoE FFN |
| Hidden Size | 4096 |
| Layers | 40 |
| Attention Heads | 32 |
| FFN Size (per expert) | 11,008 |
| Experts | 8 total, 2 active |
| Sequence Length | 4096 tokens |
| Vocab Size | ~50,000 (dataset dependent) |

## Training Setup

| Parameter | Value |
|-----------|-------|
| Optimizer | Muon (weights) + AdamW (embeddings) |
| Learning Rate | 0.01 (Muon), 0.001 (AdamW) |
| Batch Size | 4 |
| Gradient Accumulation | 8 steps |
| Effective Batch Size | 32 (131k tokens/step) |
| Mixed Precision | FP16 AMP |
| Gradient Clipping | 1.0 |
| Max Steps | 50,000 |
| Total Tokens | ~6.5 billion |

## Memory Optimizations Applied

1. **Gradient Checkpointing** ✅
- Saves 40-50% activation memory
- ~10-15% training slowdown (acceptable tradeoff)

2. **Muon Optimizer** ✅
- 30% less memory than AdamW
- Only momentum buffer (no first/second moments)

3. **Mixed Precision (FP16)** ✅
- 50% reduction in activation memory
- Maintains FP32 master weights

4. **Sparse MoE** ✅
- 25% parameter utilization per forward pass
- 4x capacity increase vs dense model

## Expected Performance

### Memory Usage
- **Estimated**: 150-160 GB
- **Available**: 192 GB
- **Headroom**: ~30-40 GB (20%)

### Throughput
- **Tokens/sec**: 5,000-10,000 (hardware dependent)
- **Training Time**: 10-20 hours for 50k steps
- **Tokens Processed**: 6.5 billion

### Model Quality
- **Baseline**: Should match 4-5B dense model
- **Potential**: Better due to expert specialization
- **Target Perplexity**: < 50 (dataset dependent)

## Files Created

```
experiments/exp4_18b_moe_training/
├── __init__.py # Module exports
├── config_18b.py # 18B model configuration
├── models_18b.py # Model with gradient checkpointing
├── trainer_18b.py # Training loop with memory monitoring
├── run_experiment.py # Main entry point
├── test_setup.py # Setup verification script
├── README.md # Comprehensive documentation
├── EXPERIMENT_SUMMARY.md # This file
└── checkpoints/ # Will be created during training
├── checkpoint_step_*.pt
├── checkpoint_latest.pt
├── training_results.json
└── training_curves.png
```

## Git Branch
- **Branch**: `exp_18b_moe_training`
- **Created from**: `main`
- **Purpose**: Isolate 18B training experiment

## How to Run

### 1. Verify Setup
```bash
cd experiments/exp4_18b_moe_training
python test_setup.py
```

### 2. Start Training
```bash
python run_experiment.py
```

### 3. Monitor Progress
- Watch console for real-time metrics
- Check `checkpoints/training_results.json` for detailed metrics
- View `checkpoints/training_curves.png` for visualizations

## Scaling Guide

### For Different Hardware:

**80GB GPU (A100/H100):**
```python
d_model = 2048 # ~5B params
n_layers = 32
batch_size = 8
```

**40GB GPU (A100):**
```python
d_model = 1536 # ~2B params
n_layers = 24
batch_size = 8
```

**Larger Models (H200/B200+):**
```python
d_model = 5120 # ~25B params
n_layers = 48
batch_size = 2
```

## Monitoring Commands

```bash
# Watch GPU usage
watch -n 1 nvidia-smi

# Monitor training
tail -f checkpoints/training_results.json

# Check memory during training
python -c "import torch; print(f'{torch.cuda.max_memory_allocated()/1e9:.1f} GB')"
```

## Success Criteria

✅ Model fits in 192GB VRAM
✅ Training completes without OOM errors
✅ Gradient checkpointing reduces memory by ~40%
✅ Validation perplexity decreases over training
✅ Expert load balancing maintains reasonable distribution
✅ Checkpoints save successfully every 5000 steps

## Next Steps

After successful training:
1. Analyze expert specialization patterns
2. Compare to dense model baseline
3. Experiment with different routing strategies (top-1, top-3)
4. Test different load balancing weights
5. Scale to larger models (25B+) if memory allows

## Research Questions to Explore

1. **Do experts specialize?** Analyze which tokens route to which experts
2. **What's the optimal top-k?** Compare top-1, top-2, top-3 routing
3. **Load balancing tradeoff?** Test different balancing weights
4. **Scaling efficiency?** Compare to dense model at same active param count
5. **Gradient checkpointing impact?** Measure speed vs memory tradeoff

## References

- Mixture of Experts: [Shazeer et al., 2017](https://arxiv.org/abs/1701.06538)
- Switch Transformers: [Fedus et al., 2021](https://arxiv.org/abs/2101.03961)
- Gradient Checkpointing: [Chen et al., 2016](https://arxiv.org/abs/1604.06174)
- Muon Optimizer: Custom memory-efficient optimizer

---

**Created**: October 9, 2025
**Branch**: `exp_18b_moe_training`
**Hardware**: Optimized for NVIDIA B200 (192GB)
**Status**: Ready for training ✅

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