通过优化中段训练策略,提升大模型强化学习能力。
OctoThinker: Mid-training Incentivizes Reinforcement Learning Scaling
- 采用分阶段训练:先稳定预训练,再降学习率注入链式思考数据。
- 使用超大规模数学语料(700亿+令牌)显著提升强化学习效果。
- 适合追求强化学习兼容性的模型开发者和研究者参考。
不同基础语言模型家族(如 Llama 与 Qwen)在强化学习后训练过程中表现出显著差异,尤其在推理密集型任务上。本文探究中段训练策略如何影响强化学习动态,聚焦 Qwen 与 Llama 两类模型。研究发现:(1) 高质量数学语料(如 MegaMath-Web-Pro)能显著提升基座模型与强化学习性能,而现有替代数据集(如 FineMath-4plus)无效;(2) 增加问答式数据,特别是长链式思考(CoT)示例,可增强强化学习表现,指令数据进一步释放该潜力;(3) 长 CoT 虽提升推理深度,但易引发冗长响应与训练不稳定,凸显数据格式的重要性;(4) 中段训练规模扩大持续带来更强下游强化学习性能。基于此,提出两阶段中段训练策略 Stable-then-Decay:先用 2000 亿令牌常学习率训练,再在三个以 CoT 为中心的分支中用 200 亿令牌进行学习率衰减训练。由此生成 OctoThinker 模型族,展现出强强化学习兼容性,并缩小与更适配强化学习的 Qwen 模型间的性能差距。为支持后续研究,开源模型及超过 700 亿令牌的数学推理语料(MegaMath-Web-Pro-Max)。
原文摘要 · Abstract (English)
Different base language model families, such as Llama and Qwen, exhibit divergent behaviors during post-training with reinforcement learning (RL), especially on reasoning-intensive tasks. What makes a base language model suitable for reinforcement learning? Gaining deeper insight into this question is essential for developing RL-scalable foundation models of the next generation. In this work, we investigate how mid-training strategies shape RL dynamics, focusing on two representative model families: Qwen and Llama. Our study reveals that (1) high-quality mathematical corpora, such as MegaMath-Web-Pro, significantly improve both base model and RL performance, while existing alternatives (e.g., FineMath-4plus) fail to do so; (2) further adding QA-style data, particularly long chain-of-thought (CoT) reasoning examples, enhances RL outcomes, and instruction data further unlocks this effect; (3) while long-CoT improves reasoning depth, it can also induce verbosity of model responses and unstability of RL training, underscoring the importance of data formatting; (4) scaling mid-training consistently leads to stronger downstream RL performance. Building on these insights, we introduce a two-stage mid-training strategy, Stable-then-Decay, in which base models are first trained on 200B tokens with a constant learning rate, followed by 20B tokens across three CoT-focused branches with learning rate decay. This yields OctoThinker, a family of models demonstrating strong RL compatibility and closing the performance gap with more RL-friendly model families, i.e., Qwen. We hope our work will help shape pre-training strategies for foundation models in the RL era. To support further research, we release our open-source models along with a curated math reasoning-intensive corpus of over 70 billion tokens (i.e., MegaMath-Web-Pro-Max).
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