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fix(quantization): warn once when calibration runs with a KV cache - #2248

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fix(quantization): warn once when calibration runs with a KV cache#2248
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@Fridah-nv Fridah-nv commented Aug 25, 2026

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What does this PR do?

Type of change: bug fix

Calibration only gathers activation statistics — it never reads a KV cache. Everywhere, a cache during calibration is wasted memory and compute. Under layerwise calibration it is also incorrect.

Layerwise captures a layer's (args, kwargs) once and replays those same objects many times — once per calibration pass, plus the run-mode replay that produces the next layer's inputs. The model's past_key_values was among the captured kwargs, so every replay of a layer attended over the keys and values its own earlier replay had written.

The difference from non-layerwise is that capture stores the cache object beyond the lifetime of the forward that created it. Tracing every invocation of layer 0 during a real layerwise run on main:

call 0: cache id=...6864  kv_len at entry=0     capture pass, batch 0   <- this object is stored
call 1: cache id=...4784  kv_len at entry=0     capture pass, batch 1   <- and this one
call 2: cache id=...9488  kv_len at entry=0     next forward's own fresh cache
call 3: cache id=...9632  kv_len at entry=0
call 4: cache id=...6864  kv_len at entry=8     <- id from call 0, now holding 8
call 5: cache id=...4784  kv_len at entry=8     <- id from call 1, now holding 8

Calls 0-1 capture those objects while empty. Calls 2-3 are the next model forward, where layer 0 is in run-mode: it ignores the parent's fresh cache and replays the captured one, writing 8 tokens into 6864/4784. Calls 4-5 are calib_func's replay, reusing the same objects at kv_len=8.

Non-layerwise cannot do this: its cache is created at Model.forward entry, each layer writes its slot once, and it is discarded at exit — a fresh object per call, always empty on entry, so the write is inert (update() returns cat(existing, new) with existing empty). The cache API's implicit contract is one object per forward sequence, with each update(k, v, layer_idx) a new token position; layerwise is the only path that violates it, by replaying the same tokens through the same object.

The existing code tried to break that reuse with Cache.reset(). It does not clear a cache:

def reset(self) -> None:
    """Resets the cache values while preserving the objects"""
    if self.is_initialized:
        self.keys.zero_()      # zeroed, but still at full length
        self.values.zero_()

So instead of a growing cache the replay got a full-length all-zero one. Attention then returned ~0, which is why the symptom is self_attn.o_proj's input amax landing at exactly 0.0 rather than merely drifting. Sliding-window models raised a shape mismatch instead, since the next update doubled kv_len past the mask width.

Not a transformers regression — reset() has these semantics across ModelOpt's whole supported range, verified on 4.57.6 (tf_min) and 5.12.1:

4.57.6   after_update=((1,2,8,4),64)  after_reset=((1,2,8,4),0)  after_2nd_update=(1,2,16,4)
5.12.1   after_update=((1,2,8,4),64)  after_reset=((1,2,8,4),0)  after_2nd_update=(1,2,16,4)

The change

A single check at the calibration dispatch point in wrapped_calib_func, covering every algorithm and both the layerwise and non-layerwise paths:

if func is not None:
    forward_loop = _warn_on_kv_cache_during_calibration(forward_loop)

It wraps the loop in module pre-hooks and warns once if a KV cache reaches any composite module. Then the transformers-specific cache handling comes out of the layerwise path entirely — utils/layerwise_calib.py is back to main, and _layer_forward_loop is just the replay:

def _layer_forward_loop(m, _inputs=layer_inputs):
    for args, kwargs_input in _inputs:
        m(*args, **kwargs_input)

Three deliberate choices:

  • Warn, not raise. A cache is harmless outside layerwise, and examples/alpamayo/quantize.py legitimately passes one: its VLM prefill builds a prompt_cache that the expert consumes within a single forward, then crops it. That is not the replay hazard, and it is non-layerwise, so it must keep working. An error also broke 14 pre-existing tests whose loops simply did not bother to disable caching.
  • Duck-typed on update/get_seq_length, so this core module still does not import transformers, and it catches whatever route re-enabled caching — including generation_config, which _disable_use_cache does not walk.
  • A module pre-hook, not the model output. A layerwise forward stops early (_EarlyStopForwardError) and returns nothing, so there is no output to inspect. Hooks are registered only on modules with children — a cache is handed to a decoder layer or its attention, never to a leaf Linear, which is most of the tree.

Models that never build a cache — Megatron among them — never trip it.

Who was affected

No shipped checkpoint. create_forward_loop — what examples/hf_ptq uses — already wraps _disable_use_cache, and has since layerwise shipped (#1251 added both). Verified by running hf_ptq.py itself on unmodified main, full NVFP4 W4A4 with o_proj quantized (the configuration #2136 reports as unexportable), layerwise, through to export:

o_proj input_scale tensors exported: 24
ZEROS: 0 / 24

The reachable paths are the ones that bypass it:

path affected evidence
hf_ptq, text-only (create_forward_loop) no hf_ptq run above, 0/24 collapsed
a caller-supplied forward_loop via mtq.quantize yes reproduced on main (below)
hf_ptq --calib_with_images (Nemotron-VL loop) yes that loop sets use_cache=False only on the enc-dec branch; 2 caches reach a decoder layer
this repo's own layerwise GPU tests yes their _calib is a bare loop — this is where #2136 found it

The second row is why this is a bug and not a usage error: mtq.quantize's docstring documents exactly that shape as a correct forward_loop:

def forward_loop(model) -> None:
    for batch in data_loader:
        model(batch)

Reproduced on unmodified main with that loop, matching #2136's report line for line:

o_proj input amax per layer, unmodified main:
configuration                                        L0         L1         L2         L3
non-layerwise (reference)                      0.201172   0.251953   0.236328   0.147461
layerwise, bare loop                           0.000000   0.000000   0.000000   0.147461
layerwise, bare loop, qdq_from_prev=True       0.201172   0.253906   0.235352   0.148438
layerwise, shipped create_forward_loop         0.201172   0.251953   0.236328   0.147461

The last layer is correct because it has no successor to capture for, so it is replayed once — indistinguishable from a normal forward. qdq_from_prev=True avoids it by reordering capture after calib_func.

What gets corrupted, when it does

Two conditions, both required: the quantizer carries a calibrated per-tensor amax, and it sits downstream of attention inside the layer. Not the numeric format — GPU sweep, tiny-llama, 4 layers:

activation format calibrated amax? cache-dependent wrong cache-independent wrong collapsed to 0.0
FP8 per-tensor static yes 12/16 0/12 3
NVFP4 dynamic block yes 12/16 0/12 3
NVFP4 static block yes 12/16 0/12 3
MXFP8 dynamic block no (E8M0, no per-tensor amax) immune
FP8 constant_amax pinned 0/16 0/12 0

Attention itself need not be quantized, because the corruption is in the activations: h = x + attn(norm1(x)) feeds y = h + mlp(norm2(h)). On one Mixtral layer, attn_out amax 0.000000 vs 0.026733 post-fix, router input differing by 1.46, and 2 of 16 tokens routed to a different expert.

And it is not limited to activation scales. gptq and awq_lite replay the loop twice (Hessian pass / AWQ search pass), so the poisoned activations fed weight updates. On W4A16 — weight-only, zero activation quantizers — suppressing the cache changes 15 exported .weight tensors under awq_lite and 25 under gptq.

Testing

Unit — one parametrized test in tests/unit/torch/quantization/test_layerwise_calibrate.py:

test_calibration_warns_when_a_kv_cache_is_live[non_layerwise|layerwise] — a bare model(tokens) loop warns; the same loop with use_cache=False calibrates silently. Both parameters fail if the check is removed.

Behaviour across the paths that matter, checked directly:

configuration
layerwise, bare loop WARNS
non-layerwise, bare loop WARNS
layerwise, shipped create_forward_loop silent
non-layerwise, shipped create_forward_loop silent
layerwise, use_cache=False silent
non-HF model with no cache (Megatron shape) silent

Calibration loops in five pre-existing tests now pass use_cache=False, matching what create_forward_loop already does — they were quietly calibrating with a live cache.

tests/unit/torch/quantization/ — 920 passed, 7 skipped. pre-commit clean.

End-to-end, Qwen/Qwen2.5-1.5B-Instruct — five settings, comparing every calibrated amax and every weight against a cache-free reference. Run against the earlier revision of this branch, which suppressed the cache outright; the corruption analysis it establishes is what the warning now points at.

# setting compared bare loop, cache suppressed bare loop, cache live shipped loop, either arm
1 mse W4A4 730 MATCH DIFFER (3 amax) MATCH
2 local_hessian W4A16 534 MATCH match MATCH
3 awq_lite W4A16 534 MATCH DIFFER (10 amax, 108 weight) MATCH
4 gptq W4A4 730 MATCH DIFFER (121 amax, 192 weight) MATCH
5 gptq + resume 730 MATCH match MATCH

The shipped-loop column is identical either way, so that configuration has no detection power for this bug — it is evidence of scope, not of correctness. Rows 2 and 5 are confirmations rather than tripwires: local_hessian's refined weight amaxes did not move on this configuration, and comparing an interrupted run to an uninterrupted one cannot isolate the resume path when both arms carry a cache.

Additional Information

No CHANGELOG entry. No shipped recipe or released checkpoint was affected, so there is nothing for a user to act on.

Why a warning and not a fix-in-place. Suppressing the cache inside layerwise would work, but it is transformers-specific behaviour living in a framework-agnostic path, and it silently papers over a loop that is wasting memory on every calibration path. Telling the caller once, at the boundary, keeps the layerwise code free of HF specifics and improves every path.

Interaction with #2136. That PR documents this symptom in its "found on the way, not fixed here" section and excludes o_proj from its NVFP4 tests to work around it; its _fusion_probe carries the same hasattr(cache, "reset") → cache.reset() block, commenting that "the cache would give the probe kv_len twice the mask width" — the same doubling, which reset() does not prevent.

Not addressed here. create_vlm_calibration_loop still does not disable caching outside its encoder-decoder branch; it now warns. Wrapping it properly is a separate change.

Before your PR is "Ready for review"

  • Is this change backward compatible?: ✅ — no API change, and no behaviour change beyond the warning. Layerwise callers who passed their own forward_loop were miscalibrating; they now get told, and fix it in one line.
  • If you copied code from any other sources or added a new PIP dependency, did you follow guidance in CONTRIBUTING.md: N/A
  • Did you write any new necessary tests?: ✅
  • Did you update Changelog?: N/A — see above
  • Did you get Claude approval on this PR?: Claude review consulted iteratively; every finding addressed in a commit or answered in-thread.

🤖 Generated with Claude Code

…cache

Layerwise calibration replays each decoder layer on its captured inputs. The
captured kwargs carry the model's ``past_key_values``, which the preceding
capture pass has already written to, so the replay had to start from an empty
cache. It called ``Cache.reset()`` for that -- but ``reset()`` "resets the cache
values while preserving the objects": it zeroes the key/value tensors and leaves
them at full length. The replay therefore attended over a same-length, all-zero
cache instead of no cache at all.

The result was silently wrong activation scales. ``self_attn.o_proj``'s input
amax collapsed to exactly ``0.0`` on every layer but the last -- the one with no
preceding capture pass, so its cache was never initialized and ``reset()`` was a
no-op -- while ``down_proj`` picked up a plausible but wrong value from the
residual alone. Models that pass an explicit sliding-window mask raised a shape
mismatch instead, since the replay's concatenated cache is twice the mask width.

Drop the cache instead; the layer recomputes keys and values from the captured
inputs. Activation amaxes now match the non-layerwise path exactly on every
architecture checked (llama, mixtral, nemotron, nemotron_h, and gpt_oss, which
previously raised).

Not a transformers regression: ``reset()`` has these semantics across the whole
supported range, verified on 4.57.6 (tf_min) and 5.12.1.

Weight-only recipes are unaffected -- weight amaxes never depended on the cache.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
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📝 Walkthrough

Walkthrough

Layerwise calibration now removes KV-cache objects from captured and resumed inputs, then replays sanitized arguments without clearing them again. Tests cover supported cache forms and FP8 calibration values. The changelog updates checkpoint and algorithm guidance.

Changes

Layerwise calibration

Layer / File(s) Summary
Capture and replay handling
modelopt/torch/quantization/utils/layerwise_calib.py, modelopt/torch/quantization/model_calib.py
Cache removal now supports positional, modern keyword, and legacy keyword inputs. Captured and resumed checkpoint inputs are sanitized before replay. Layer replay forwards keyword arguments unchanged.
Calibration regression and guidance
tests/unit/torch/quantization/test_layerwise_calibrate.py, CHANGELOG.rst
Tests validate cache-free inputs, cache removal, and FP8 amax parity with nonzero activation values. The changelog requires a fresh checkpoint directory and lists algorithms that can change exported weights.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Merge Risk: ⚪ Minimal · up to 3310a

The change corrects layerwise replay cache handling and adds regression coverage; no actionable merge-blocking risk remains after normal checks and review.

Suggested reviewers: realasma, sugunav14

🚥 Pre-merge checks | ✅ 4 | ❌ 2

❌ Failed checks (2 warnings)

Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 75.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 16 functions across 3 files. Write docstrings for the functions missing them to satisfy the coverage threshold.
Title check ⚠️ Warning The title mentions calibration and KV caches, but it incorrectly describes the change as adding a one-time warning. The pull request instead fixes KV-cache sanitization during layerwise replay and res… Use a title that describes clearing or sanitizing KV caches during layerwise calibration replay, such as "fix(quantization): clear KV caches during layerwise calibration".
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Security Anti-Patterns ✅ Passed No explicit security anti-pattern was introduced. The pull-request diff adds cache detection and sanitization only. Added Python lines contain no unsafe torch.load(..., weights_only=False), `numpy.l…
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The title mentions calibration and KV caches, but it incorrectly describes the change as adding a one-time warning. The pull request instead fixes KV-cache sanitization during layerwise replay and resume handling.

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✅ All modified and coverable lines are covered by tests.
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@@            Coverage Diff             @@
##             main    #2248      +/-   ##
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==========================================
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Trims the helper docstring to the one non-obvious point a reader needs -- that
Cache.reset() zeroes in place rather than clearing -- and cuts the changelog entry
to what an external user must act on. Also names the shipped recipes affected: the
experts-only layerwise recipes enable NVFP4 input quantizers on the MoE experts,
which sit after attention and so inherit the zeroed attention output, so "weight-only
recipes are unaffected" understated the blast radius.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
@Fridah-nv
Fridah-nv marked this pull request as ready for review August 25, 2026 19:24
@Fridah-nv
Fridah-nv requested review from a team as code owners August 25, 2026 19:24
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Fridah-nv requested a review from Edwardf0t1 August 25, 2026 19:24
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/claude review

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Fridah-nv requested review from realAsma and sugunav14 and removed request for Edwardf0t1 August 25, 2026 19:25

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Inline comments:
In `@CHANGELOG.rst`:
- Line 46: Revise the changelog entry to remove the stale KV-cache and
zeroed-attention-output implementation details, while retaining the user-visible
activation-amax calibration fix and instructing users to rerun calibration for
activation-quantizing layerwise recipes, including the shipped
nvfp4_experts_only-kv_fp8_layerwise recipes; keep weight-only recipes unchanged.

In `@tests/unit/torch/quantization/test_layerwise_calibrate.py`:
- Line 844: Move the get_tiny_llama import from the test or function body to the
module-level imports in test_layerwise_calibrate.py, without adding an inline
justification unless required for a circular import or optional dependency.
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Claude review

Scope: trigger comment was a bare /claude review, so this is a full review. 3 changed files (+60/-16), all reviewed: modelopt/torch/quantization/model_calib.py, tests/unit/torch/quantization/test_layerwise_calibrate.py, CHANGELOG.rst. Also read utils/layerwise_calib.py, config.py, and the shipped modelopt_recipes/general/ptq/ layerwise and gptq recipes for the composition and blast-radius questions the diff alone cannot answer.

Findings: CRITICAL: 0 | IMPORTANT: 1 | SUGGESTION: 3

The fix itself is correct. I traced the cache lifetime through both orderings in layerwise_calibrate:

  • Capture-mode kwargs always carry an empty cache (the parent forward early-stops at the capture layer, and the preceding run-mode layer writes into its own older cache object, not the current forward's).
  • qdq_from_prev=False: cache_outputs_for_next_layer_calib replays the layer for real before calib_func, populating the captured cache — that is the bug, and _with_empty_kv_cache removes it.
  • qdq_from_prev=True (GPTQ): calib_func runs first, and multi-pass calibrators self-poison across passes — also fixed, since the helper applies to every _layer_forward_loop invocation.

Empty-cache vs None is equivalent for a prefill replay (DynamicCache.update on an empty cache returns the same K/V; hybrid Mamba mixers take the full-scan path either way), so dropping the cache is the right call rather than allocating a fresh one. The reset() semantics claim in the docstring matches what Cache.reset does — zeroes in place, keeps the length, so the next update appends and doubles kv_len. No other cache.reset() call sites remain in modelopt/. Root-cause fix, not a symptom patch.

Most impactful finding — [IMPORTANT Compatibility]: the CHANGELOG entry understates the impact. weight-only recipes are unchanged does not hold for the multi-pass calibrators, because the first replay is what poisons the cache for the second:

  • gptq: the Hessian pass (model_calib.py:2252) is the second replay, so the Hessians — and therefore the GPTQ weight updates — were computed from a zeroed attention output. modelopt_recipes/general/ptq/nvfp4_default-kv_none-gptq.yaml ships method: gptq plus layerwise.enable: true at W4A4 and is affected, but is not named in the entry.
  • awq_lite: cache pass (:1577) and search pass (:1634) are both unconditional and it defaults to qdq_from_prev=False, so a layerwise AWQ-lite config is corrupted with zero activation quantizers — wrong best_scale, hence wrong pre_quant_scale and weights.

The weight-only claim is true only for the top-level max path, which skips the forward via skip_forward_without_activation_calib. Suggested rewrite is in the inline comment; the code needs no change for this.

Suggestions (non-blocking):

  1. layerwise_calib.py's run branch replays the same cached tuples verbatim, so the captured cache now has two consumers and only one drops it. Safe today only because this fix stops calib_func mutating it — worth applying the helper there too, or naming the invariant in a comment.
  2. Function-level get_tiny_llama import in the new test (CONTRIBUTING asks for module-top imports in test files too).
  3. calib_mutates_weights: False in the new test is inert without checkpoint_dir and diverges from the shipped recipe's default.

Risk: low for the code, medium for the release note. The change is 12 lines with no API, config-schema, modelopt_state, or export-path surface, and the new test is the only one in the suite that reaches the cache branch. The residual risk is communication: users on layerwise GPTQ/AWQ-lite could read the current entry and skip re-calibration for checkpoints whose weights were derived from a zeroed attention output. Worth also confirming nvfp4_default-kv_none-gptq end-to-end, since it is the shipped recipe whose weights — not just scales — move.

Fridah-nv and others added 2 commits August 25, 2026 20:16
… changelog

Addresses review on #2248.

The run-mode replay in LayerActivationCollector consumes the same captured kwargs
as calib_func, so both consumers of that shared cache object now clear it. It was
correct before only because calib_func no longer wrote to the cache -- an implicit
ordering dependency that reordering the two blocks would silently break. Verified a
no-op today: the recipe end-to-end and the cache-independence oracle return
identical results either way. The helper moves to layerwise_calib.py, which owns
both replay paths (model_calib.py already imports from it, so the reverse would be
circular).

The changelog said "weight-only recipes are unchanged", which is wrong for the
multi-pass calibrators: gptq replays for its Hessian pass and awq_lite for its
search pass, so the corrupted activations fed the weight updates. Measured on a
W4A16 weight-only config with zero activation quantizers, the fix changes 15
exported .weight tensors under awq_lite and 25 under gptq. Entry now names the
affected shipped recipes and drops the root-cause detail that belongs in the PR.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
… test

Addresses review on #2248. With no checkpoint_dir the flag never reaches the
weights.pt / quantizer_buffers.pt branch it controls, and writeback=False is a
no-op for a resident CPU model -- so it only made the test diverge from the
default that the shipped nvfp4_experts_only-kv_fp8_layerwise recipe runs. Still
fails without the fix on o_proj's input amax.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
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Claude review (re-review at 0f12053; prior review was at 20df3d3)

Scope: bare /claude review, so a full review. 4 changed files (+63/-17), all reviewed: modelopt/torch/quantization/model_calib.py, modelopt/torch/quantization/utils/layerwise_calib.py, tests/unit/torch/quantization/test_layerwise_calibrate.py, CHANGELOG.rst. Also read the checkpoint/resume half of layerwise_calib.py, config.py's LayerwiseConfig, mode.py's layerwise dispatch, the mse/local_hessian calib paths, and every shipped modelopt_recipes/** YAML that mentions layerwise — the composition and blast-radius questions the diff alone cannot answer. (Note: a two-dot diff against the origin/main tip also surfaces reverse-hunks for speculative-decoding commits that are on main but not on this branch; those are not part of this PR and I ignored them.)

Findings: CRITICAL: 0 | IMPORTANT: 1 | SUGGESTION: 2

All four findings from the previous round are resolved. The helper moved to layerwise_calib.py and is now applied to the run branch too (closing the "two consumers, one drops it" gap), the CHANGELOG names the GPTQ/AWQ-lite weight impact and nvfp4_default-kv_none-gptq, get_tiny_llama is a module-level import, and the inert calib_mutates_weights override is gone.

The fix is correct, and the run-branch addition makes it complete. layer_inputs / cached_inputs have exactly two consumers (model_calib.py:2127 and layerwise_calib.py:254) and both now go through _with_empty_kv_cache. Dropping the cache — rather than allocating a fresh one — is right: DynamicCache is indexed per layer_idx, so in a prefill-only pass layer N's slot is empty in the non-layerwise reference too, which makes past_key_values=None exactly equivalent rather than merely close. Mask width stays consistent because skip-mode layers never write to the parent's cache, so it is empty when the parent builds the mask. The Cache.reset() characterization in the docstring is accurate, and no cache.reset() call sites remain in modelopt/. I also checked the cache_params-style hybrid path: HF Mamba mixers take the prefill branch and overwrite conv/ssm state when cache_position[0] == 0 rather than reading it, which is why nemotron_h was already clean and why that class of staleness does not need the same treatment.

Spot-checked the minimax_m3_vl/mxfp8_nvfp4_experts immunity claim, which the PR body could not measure: that recipe's activation quantizers are MXFP8 (*input_quantizer) and constant_amax: 2688.0 (expert inputs), and it is method: mse with fp8_scale_sweep: false, whose weight search is activation-independent. Immune, as claimed.

Most impactful finding — [IMPORTANT Compatibility]: resuming a partial pre-fix checkpoint silently mixes wrong and right amaxes. manifest.json carries no format/version key, and from_folder's drift check skips any key missing from the manifest, so a directory written by a pre-fix ModelOpt is indistinguishable from a post-fix one. A run interrupted at layer K pre-fix and resumed after upgrading loads layers 0..K-1 verbatim from disk and calibrates K..N correctly, exporting a half-miscalibrated model with no warning — and the shipped nvfp4_default-kv_none-gptq.yaml pins checkpoint_dir: output/layerwise_ckpts/, so the stale directory is the default location. "Re-run calibration" does not cover this, because re-running resumes. A completed pre-fix directory is safe (detect_resume_point returns None once last + 1 >= total). The inline comment has a format_version fix that reuses the existing drift machinery.

Suggestions (non-blocking): (1) the "under gptq and awq_lite the exported weights change too" enumeration omits local_hessian (its second forward_loop pass builds the Hessian from the poisoned activations, so refined weight amaxes move), awq_clip, and smoothquant; generalizing is also shorter. (2) Sanitizing at capture as well would stop layer_inputs pinning a live Cache for the whole loop and stop next_inputs.pt pickling a transformers Cache that _move_to_device cannot move to CPU.

Risk: low for the runtime change, medium for the resume path. Twelve lines, no API, config-schema, modelopt_state, or export-path surface; the new test is the only one in the suite that reaches the cache branch, and it fails without the fix. The residual risk is in the upgrade story rather than in the algorithm.

Fridah-nv and others added 2 commits August 25, 2026 21:11
…gelog

Addresses the re-review on #2248.

Sanitizing at capture means the cache is never stored in collected_inputs, so it
is not pinned for the whole layer loop and not pickled into next_inputs.pt --
_move_to_device recurses into tensors, dicts and lists only, so a transformers
Cache was written out as-is and unpickled with weights_only=False on resume. The
two replay-site calls stay: they are free on the None fast path and still cover
inputs restored from an older checkpoint. Verified a no-op on the current results.

The changelog enumerated gptq and awq_lite, which was non-exhaustive in the same
direction as the earlier "weight-only recipes are unchanged": local_hessian also
runs a second forward_loop to accumulate its Hessian, and awq_clip and smoothquant
are activation-driven too. Generalized to the property rather than a list, and
points at a fresh checkpoint_dir, since re-running a recipe on a partial directory
resumes rather than recalibrates.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
Sanitizing at capture makes the two replay-site clears unreachable: measured over a
calibration run, capture sees a live cache on 12 of 12 invocations and both replay
sites on 0 of 21. The only input that could still carry one is a next_inputs.pt
written before this fix, which layerwise -- an experimental feature -- does not
promise to resume.

So the fix is now one call at the boundary where model-produced kwargs enter stored
state, and everything downstream trusts the invariant. model_calib.py no longer
needs the helper at all; its diff is just the removal of the broken block.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
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In `@modelopt/torch/quantization/model_calib.py`:
- Line 2128: The checkpoint replay path around _CheckpointState.setup_resume
must preserve the empty-cache invariant: normalize resumed next_inputs so
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Claude review (third round, at e03c53b; previous rounds were at 20df3d3 and 0f12053)

Scope: bare /claude review, so a full review. 4 changed files (+62/-16), all reviewed: modelopt/torch/quantization/utils/layerwise_calib.py, modelopt/torch/quantization/model_calib.py, tests/unit/torch/quantization/test_layerwise_calibrate.py, CHANGELOG.rst. Also re-read the checkpoint/resume half of layerwise_calib.py (setup_resume, from_folder, _move_to_device, save) because moving the clear to capture-time changes which consumers the invariant covers. (Note: a two-dot diff against the origin/main tip also surfaces reverse hunks for speculative-decoding commits that are on main but not on this branch; not part of this PR, ignored.)

Findings: CRITICAL: 0 | IMPORTANT: 0 | SUGGESTION: 2

The refactor to a single capture-time clear is correct, and I verified the consumer set closes. Every replay of stored kwargs now flows from the capture branch: _layer_forward_loop (model_calib.py:2127) and the run branch (layerwise_calib.py:254) both read lists that originate in info.collected_inputs, and next_inputs.pt is written from the same tuples — so the two replay-site clears really were unreachable, matching the 0-of-21 measurement in the commit message. Clearing at the boundary where model-produced kwargs enter stored state is the better place for it: it also stops layer_inputs pinning a live Cache for the whole loop and stops _move_to_device silently passing an unmovable Cache through into the checkpoint. model_calib.py's diff reducing to a pure deletion is the right outcome. No cache.reset() call sites remain anywhere in modelopt/torch/quantization/.

Dropping the cache rather than allocating a fresh one remains exactly (not approximately) equivalent for a prefill replay, since DynamicCache is indexed per layer_idx and layer N's slot is empty in the non-layerwise reference too. Mask width is unaffected because HF builds the mask at model level before the layer loop, from a cache that is fresh per forward_loop call.

All prior-round findings are resolved. The CHANGELOG now names the fresh-checkpoint_dir requirement, the shipped affected recipes, and the full activation-dependent algorithm set (gptq, awq_lite, awq_clip, local_hessian, smoothquant); get_tiny_llama is a module-level import; the inert calib_mutates_weights override is gone; and the prior round's suggestion to sanitize at capture is what this commit implements.

Suggestions (non-blocking, both inline):

  1. Resume is the one entry point not covered by the capture invariant. get_first_layer_inputs seeds collected_inputs straight from setup_resume's torch.load, and _move_to_device passes a Cache through untouched, so a pre-fix next_inputs.pt resumes without error. Layer K's own slot is empty in that cache, so single-pass max is fine — but a multi-pass calibrator fills it on pass 1 and attends over it on pass 2, silently reproducing this bug, and nvfp4_default-kv_none-gptq.yaml pins checkpoint_dir: output/layerwise_ckpts/ as the default location. I accept the commit message's position that experimental layerwise does not promise cross-version resume — my point is only that breaking it is silent, and manifest.json has no format key for from_folder's existing drift check to trip on. A format_version that reuses that machinery is the enforced version of the CHANGELOG sentence; sanitizing resumed_inputs is the cheaper partial one.
  2. The sanitizer keys on the exact kwarg name past_key_values, so it no-ops for a cache passed positionally or as past_key_value — the pre-4.54 name that ModelOpt itself still has to translate for Kimi-style remote code (speculative/utils.py:546). Either duck-type over args+kwargs, or state the assumption in the docstring, which currently reads as unconditional.

On the test: test_layerwise_replay_does_not_attend_over_its_own_kv_cache is well-targeted — a real KV cache plus calibrated activation scales is precisely the intersection the two pre-existing safety nets missed, the max+layerwise config genuinely resolves qdq_from_prev=False so non-layerwise is a valid oracle, and pinning the zero-collapse separately from the equality is the right belt-and-braces. Note that I could not execute pytest in this environment (sandbox denied it), so the 919-passed run and the confirmed-fails-without-the-fix claim are yours as reported, not re-verified by me.

Risk: low. Twelve lines of runtime change, no API, config-schema, modelopt_state, or export-path surface; the deletion in model_calib.py is provably dead code; the new test is the only one in the suite reaching the cache branch. The residual risk is confined to the pre-fix-checkpoint upgrade path, which is documented rather than enforced.

Approving — no blocking issues.

Fridah-nv and others added 4 commits August 25, 2026 21:40
…esume path

Addresses review on #2248.

Name-matching only past_key_values missed two shapes that occur in practice.
Remote-code models written against older transformers pass the cache as
past_key_value -- ModelOpt itself patches that for Kimi-K2
(speculative/utils.py:546), which is exactly the class of model layerwise
calibration exists for -- and a custom parent may pass it positionally. In both
cases the clear silently no-opped and layerwise produced wrong-but-plausible
amaxes. Duck-typed detection over args and kwargs covers all three, without
importing transformers into a core util.

Capture is also not the only entry point into stored inputs: get_first_layer_inputs
seeds them straight from next_inputs.pt on resume, and _move_to_device passes a
Cache through untouched, so a checkpoint written before this fix still carried a
live one. A file is a boundary like the model forward is, so it gets the same
clear.

Adds a test pinning the clear at its call site. The equivalence test cannot cover
it: an unsanitized cache only accumulates across replays, which max-calibration's
max reduction absorbs on a small model, so amaxes still matched while the
invariant was broken -- that test passed with capture unsanitized.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
Cuts the helper docstring from fourteen lines of prose to two facts a reader
cannot infer from the code: why a replay must not keep the cache, and why
Cache.reset() is not the way to drop it. The name-vs-shape rationale moves onto
_is_kv_cache, which is what does the matching. Same for the three test
docstrings and the resume-site comment.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
Drops the layerwise-vs-non-layerwise equivalence test added earlier. It
duplicated test_layerwise_no_qdq_matches_sequential_amax's property, and it could
not fail for the reason it was written: without the clear the cache merely
accumulates across replays, which max calibration's max absorbs, so the amaxes
still matched. The structural test covers a reset()-style regression too, since a
zeroed cache is still a cache in the captured inputs.

What remains is three tests, one per call site, each verified to fail when that
site's clear is removed: capture stores no cache, resume strips one left in a
checkpoint, and the helper matches a cache by shape rather than by keyword.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
capture and resume assert the same invariant -- stored layer inputs hold no cache --
at the two entry points into stored state, so they are one test over an entry_point
parameter. Both parameters still fail independently when their own call site's clear
is removed.

Also asserts against transformers' Cache type rather than _is_kv_cache. Using the
predicate under test made the assertions self-referential: breaking _is_kv_cache to
return False left the shape-matching test passing, because the check it makes went
false too.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
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RB: Can you summarize why this PR is needed? Is this related to the effect of KV Caching during PTQ? We dont need KV caching during PTQ. Should we just disable KV Caching for huggingface models during PTQ? Will that solve the issue?

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🐝 Looking into this now.

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@realAsma — yes, this is a layerwise PTQ interaction with HF KV caching, not a need for KV caching during PTQ.

Layerwise calibration first captures each decoder layer's inputs, then replays that layer. A normal HF forward can create/write past_key_values as a side effect; the captured kwargs then retain that cache. On replay, Cache.reset() only zeroes the buffers—it leaves their sequence length—so attention sees a same-length zero cache instead of no cache. That corrupts calibration for modules downstream of attention; multi-pass methods such as GPTQ/AWQ can also derive incorrect weight updates.

Disabling use_cache for the whole HF PTQ path would likely avoid this specific path when it is honored, but it is broader and not a complete invariant: cache objects can be positional or use nonstandard keyword names, and resumed layerwise checkpoints may already contain one. This PR instead strips any cache from the stored layer-replay inputs (capture and resume), so replay is cache-free regardless of how the model supplied it. Its reported post-fix comparison matches a use_cache=False reference, which is the relevant proof here.

Layerwise replays each layer's captured inputs several times, and those inputs
carried the model's past_key_values, so a layer attended over the keys and values
its own earlier replay wrote. Everything downstream of attention in the layer was
then calibrated against a zeroed attention output on all but the last layer.

The code tried to prevent exactly this with Cache.reset(), but that "resets the
cache values while preserving the objects" -- it zeroes the key/value tensors and
leaves them at full length, so the replay attended over a same-length all-zero
cache instead of no cache. Sliding-window models raised a shape mismatch instead,
since the next update then doubled kv_len.

Calibration never reads a cache, so rather than clearing it per input, don't build
one: wrap the layerwise loop in the existing _disable_use_cache. That helper
already handles nested multimodal configs and configs that never assign the
attribute, and its docstring already names this failure class for hybrid
Mamba/attention models. It also drops peak calibration memory, since the cache was
allocated and never read.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
@Fridah-nv Fridah-nv changed the title fix(quantization): stop a layerwise replay attending over its own KV cache fix(quantization): disable the KV cache for layerwise calibration Aug 25, 2026
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Claude review (fourth round, at c3300d8; prior rounds were at 20df3d3, 0f12053, e03c53b)

Scope: bare /claude review, so a full review. 3 changed files (+106/-65), all reviewed: modelopt/torch/quantization/model_calib.py, tests/unit/torch/quantization/test_layerwise_calibrate.py, CHANGELOG.rst. Also read utils/dataset_utils.py (_disable_use_cache, _iter_use_cache_configs, _forward_loop), the checkpoint/resume half of utils/layerwise_calib.py (setup_resume, get_first_layer_inputs), and the create_forward_loop call sites — because the approach changed since the last round and that moves which consumers the invariant covers. (Note: a two-dot diff against the origin/main tip surfaces reverse hunks for speculative-decoding commits that are on main but not on this branch; not part of this PR, ignored — I used gh pr diff.)

Findings: CRITICAL: 0 | IMPORTANT: 0 | SUGGESTION: 2

This is a different fix from the one approved at e03c53b, so I re-verified from scratch rather than carrying that approval forward. The capture-time sanitizer in layerwise_calib.py is gone; instead the whole layerwise loop is wrapped in the existing _disable_use_cache, and model_calib.py's diff reduces to a deletion plus one indent level. Attacking cache creation rather than cache cleanup is the better fix — it removes the class of bug instead of patching each consumer, drops peak calibration memory, and reuses a helper that is already a proper @contextmanager with restore-on-exception (including the delattr path for configs that never assigned the attribute) and eight existing unit tests.

I verified the wrap covers every forward. All three forward_loop entry points are inside it — get_first_layer_inputs (bootstrap), cache_outputs_for_next_layer_calib (both the qdq_from_prev=False pre-capture and the True post-capture branch), and calib_func's _layer_forward_loop replays. Nothing before the with runs a forward (from_folder is pure I/O, LayerActivationCollector.__init__ does not forward), and ckpt.full_restore after it only loads state. Ordering inside is right: unpatch/pbar-close in finally run before the config restore. Nesting with _forward_loop's own _disable_use_cache is idempotent — inner restores to False, outer to the original.

The Cache.reset() characterization is accurate (zeroes in place, preserves length, so the next update appends and doubles kv_len), and no cache.reset() call sites remain in modelopt/. Deleting the block rather than fixing it is correct given the wrap.

On the new test. test_layerwise_calibration_builds_no_kv_cache is the right shape for this approach: asserting the invariant structurally beats asserting amaxes, for exactly the reason the docstring gives — a retained cache only accumulates, and max calibration's max absorbs that on a tiny model, so amaxes can match while the invariant is broken. Sweeping llama / nemotron_h / gpt_oss is well-motivated now that correctness rests on the model honouring the flag, and the config.use_cache restore assertion guards the helper's own contract. list.extend returning None keeps the pre-hook contract valid, and the fixtures are already top-imported unguarded elsewhere in this directory (plugins/test_huggingface.py), so the new module-level transformers import adds no collection risk. I could not execute pytest in this environment, so the 921-passed run and the fails-without-the-wrap claim for all three parameters are yours as reported, not re-verified by me.

Suggestions (non-blocking, both inline):

  1. The fix now depends entirely on the model deriving use_cache from config, and the defensive drop is gone — so the residual routes fail silently rather than loudly: a forward_loop passing use_cache=True explicitly (an explicit True beats the config; this repo has such loops at examples/alpamayo/quantize.py:181,236), a caller-supplied past_key_values (which now compounds on every replay rather than doubling), and .generate()-based enc-dec calibration (governed by generation_config.use_cache, which _iter_use_cache_configs does not walk). A capture-time assertion that no Cache reached the layer would enforce in-product the same invariant the new test checks externally, and closes suggestion 2 as well.
  2. Resume is the one entry point the invariant structurally cannot reach. setup_resume loads next_inputs.pt with weights_only=False, so a pre-fix pickled Cache unpickles silently and is replayed as-is — config.use_cache gates cache creation, not update() on a cache it is handed. Bounded to layer K, but silent, and nvfp4_default-kv_none-gptq.yaml pins a default checkpoint_dir, so "re-run calibration" without deleting that directory resumes rather than recalibrating. A format_version in manifest.json would let from_folder's existing drift check enforce what the CHANGELOG currently only advises.

One thing to sanity-check on your side, not a finding: _forward_loop (dataset_utils.py:1169) already wraps its body in _disable_use_cache, and examples/hf_ptq/hf_ptq.py builds its loop via create_forward_loop. By that path no cache should have been captured pre-fix — yet you measured 36 changed export tensors on nvfp4_experts_only-kv_fp8_layerwise. Your measurements beat my inference, so I assume the recipe runner supplies its own loop; worth confirming nothing there re-enables caching in a way this wrap also misses, since that would bear on the CHANGELOG's list of affected shipped recipes. The new test's own lambda m: m(...) loop independently demonstrates the bug is reachable through public API either way.

Minor: the PR body says "two tests ... each verified to fail when the code it guards is removed", but the diff adds one (parametrized three ways). Worth correcting before merge so the claim matches the diff.

Risk: low. No API, config-schema, modelopt_state, or export-path surface; the runtime change is one context-manager wrap plus a deletion of provably-dead code, reusing a helper already exercised on the export path. The behavioural change is confined to activation amaxes (and, via the multi-pass calibrators, weights), which the CHANGELOG now documents with the fresh-checkpoint_dir requirement and the full activation-dependent algorithm set. Residual risk is the pre-fix-checkpoint upgrade path, documented rather than enforced.

Approving — no blocking issues.

Fridah-nv and others added 3 commits August 26, 2026 00:02
Disabling use_cache stops the model building a cache, but a caller can still hand
one in: use_cache resolves to the caller's value when passed, and past_key_values
can be passed directly -- examples/alpamayo/quantize.py does both. Layerwise
replays captured inputs, so either route silently reproduces the bug. Capture now
refuses a cache instead.

The changelog also overstated the blast radius. create_forward_loop already wraps
its body in _disable_use_cache, so the shipped hf_ptq path never built a cache to
begin with: measured on Qwen2.5-1.5B with nvfp4_default-kv_none-gptq and the fix
simulated away, the shipped loop puts 0 caches on a layer and 0 in the checkpoint,
while a bare user loop puts 222 and 54. Telling users to re-run the shipped recipes
was wrong; the exposure is custom forward loops via mtq.quantize.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
No shipped recipe was affected. create_forward_loop already disables caching, so
the bug needed a calibration loop that does not -- verified by running hf_ptq.py
itself on main with full NVFP4 W4A4 including o_proj, which exported 24 o_proj
input_scale values with none collapsed. The remaining exposure is a caller-supplied
forward_loop, which no released checkpoint went through, so there is nothing for a
user to act on.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
Replace the layerwise-only handling with a check at the calibration
dispatch point, covering every algorithm and both the layerwise and
non-layerwise paths.

Calibration only gathers activation statistics and never reads a KV
cache, so one is wasted memory and compute everywhere. Under layerwise
it is also incorrect: capture stores a layer's kwargs and replays them,
so a cache among them outlives the forward that created it and the layer
attends over the keys and values its own earlier replay wrote.

The previous handling called `Cache.reset()` per replay, which zeroes the
tensors in place at full length rather than clearing them, so the replay
attended over a full-length all-zero cache instead of a growing one.
That code is removed along with the rest of the transformers-specific
cache handling in the layerwise path, which now matches main.

The check is duck-typed on `update`/`get_seq_length`, so this core module
still does not import transformers, and it is registered as a module
pre-hook rather than read off the model output because a layerwise
forward stops early and returns nothing. Models that never build a cache
-- Megatron among them -- are unaffected.

A warning rather than an error because a cache is harmless outside
layerwise, and `examples/alpamayo` legitimately passes one.

Calibration loops in the unit tests now pass `use_cache=False`, matching
what `create_forward_loop` already does.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
@Fridah-nv Fridah-nv changed the title fix(quantization): disable the KV cache for layerwise calibration fix(quantization): warn once when calibration runs with a KV cache Aug 27, 2026
return hasattr(obj, "update") and hasattr(obj, "get_seq_length")


_KV_CACHE_WARNING = (

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Is this worth a module-level constant since it seems to be single-use. Any reason not
to just inline it in _check?

Fridah-nv added a commit that referenced this pull request Aug 27, 2026
…s its length

The probe replayed the captured kwargs after calling Cache.reset() on the
past_key_values they carry. That call does not clear anything: transformers'
DynamicLayer.reset() zeroes the key/value tensors "while preserving the
objects", so get_seq_length() stays at the captured length and the next update()
appends to it. The probe therefore attended over twice the keys the captured
attention mask was built for.

Invisible in the tests because a tiny unpadded batch reaches the layer with
attention_mask=None, where the extra keys only change values the probe discards.
A padded batch materializes a 4D mask and the forward raises "The size of tensor
a (64) must match the size of tensor b (32) at non-singleton dimension 3".

A throwaway forward run only to fire hooks has no use for a cache at all, so
pass none. The identical reset() call in the calibration replay predates this
branch (#1223) and is PR #2248's to fix.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
Fridah-nv added a commit that referenced this pull request Aug 27, 2026
The probe now runs layer_inputs[0] verbatim instead of substituting a fresh
past_key_values. A cache only reaches here when the calibration forward loop
left caching on, and by then the layer's amax is already wrong -- every replay
attended over the keys its own earlier replay wrote. Papering over that in
export hides it behind a checkpoint that loads and runs.

PR #2248 owns the real fix and warns at the calibration entry point, which is
where a user can act on it. Letting the probe raise is the better failure until
then: loud, and pointing at the run that produced it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Fridah-nv <201670829+Fridah-nv@users.noreply.github.com>
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3 participants