Overfitting of Spectral Gradient Descent: How Matrix Geometry shapes Generalization and Implicit Bias
arXiv, 2026
We analyze SpecGD in overparameterized matrix classification with corrupted labels under collapsed and dispersed shortcut geometries. In the dispersed model, vanishing shortcut correlations generate a statistically significant signal through a second-order effect, whereas exact orthogonality eliminates the signal entirely; in the collapsed model, the limiting geometry is qualitatively different and can favor SpecGD over GD. To identify these limiting directions beyond static spectral max-margin theory, we analyze the exponentiated-gradient dynamics of the dual weights and establish directional convergence and generalization guarantees.
