Abstract
Neural Collapse predicts that balanced one-hot classification pushes model representations to be equally far from each other; a symmetric configuration that depends only on the output label and ignores any semantic similarity in the inputs. This creates a puzzle: next-token prediction language models are trained predominantly (as context length increases) with one-hot labels: the same context is very unlikely to appear twice in training with different labels. However, they clearly learn latent structural features. That is, despite the one-hot training regime, a language model's contextual embeddings represent the fact that the next word in ''Mary broke the ___'' is likely to be filled by tokens in the latent classes of a) medium-sized, b) rigid, c) inanimate nouns. How does gradient descent find such categorical semantic structure when co-occurrence statistics collapse to one-hot sparsity, eliminating any shared next-tokens among different contexts? To investigate this tension we identify three synthetic controlled settings where inputs have latent semantic factors but are mapped to distinct one-hot labels. We find that semantic geometry emerges early in training, and that representations cluster by shared attributes despite receiving no explicit supervision to do so. This structure is transient: with sufficient capacity and time, the model eventually reaches the predicted symmetric state where all representations are equally separated. We study this phase transition through Gram matrix analysis and propose a preliminary modification to the commonly used unconstrained features model to capture the emergent semantic geometry.
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URL
https://arxiv.org/abs/2606.26749
