docs: QLoRA Documentation and Notebooks

.github/workflows/run_jupyter_notebooks.yml

@@ -106,7 +106,7 @@ jobs:
           # Run Hugging Face authentication
           hf auth login --token "$HF_TOKEN"
 
-          for notebook in "$MAXTEXT_NOTEBOOKS_ROOT"/{sft,rl}*.ipynb; do
+          for notebook in "$MAXTEXT_NOTEBOOKS_ROOT"/{sft,rl,lora}*.ipynb; do
             filename=$(basename "$notebook")
             # TODO: Update runnner to v6e-8 as RL with LLama3.1-8b doesn't fit on v6e-4
             if [[ "$filename" == "sft_llama3_demo_gpu.ipynb" || "$filename" == "maxtext_with_gepa.ipynb" ]]; then

docs/tutorials/posttraining/lora.md

@@ -60,7 +60,6 @@ export DATASET_NAME=<DATASET_NAME> # e.g., openai/gsm8k
 export TRAIN_SPLIT=<TRAIN_SPLIT> # e.g., train
 export HF_DATA_DIR=<DATASET_PATH> # e.g., main
 export TRAIN_DATA_COLUMNS=<DATA_COLUMNS> # e.g., ['question','answer']
-export CHAT_TEMPLATE_PATH=<TEMPLATE_PATH> # e.g., maxtext/examples/chat_templates/math_qa.json
 
 # -- LoRA Conversion configuration (Optional) --
 export HF_LORA_ADAPTER_PATH=<HF_LORA_ADAPTER_PATH> # e.g., 'username/adapter-name'
@@ -118,7 +117,6 @@ python3 -m maxtext.trainers.post_train.sft.train_sft \
     per_device_batch_size="${PER_DEVICE_BATCH_SIZE?}" \
     max_target_length="${MAX_TARGET_LENGTH?}" \
     learning_rate="${LEARNING_RATE?}" \
-    chat_template_path="${CHAT_TEMPLATE_PATH?}" \
     enable_nnx=True \
     pure_nnx_decoder=True \
     lora.enable_lora=True \
@@ -176,7 +174,6 @@ python3 -m maxtext.trainers.post_train.sft.train_sft \
     per_device_batch_size="${PER_DEVICE_BATCH_SIZE?}" \
     max_target_length="${MAX_TARGET_LENGTH?}" \
     learning_rate="${LEARNING_RATE?}" \
-    chat_template_path="${CHAT_TEMPLATE_PATH?}" \
     enable_nnx=True \
     pure_nnx_decoder=True \
     lora.enable_lora=True \

docs/tutorials/posttraining/lora_on_multi_host.md

@@ -0,0 +1,304 @@
+<!--
+ Copyright 2023–2026 Google LLC
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+      https://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+ -->
+
+# LoRA Fine-tuning on multi-host TPUs
+
+**Low-Rank Adaptation (LoRA)** is a Parameter-Efficient Fine-Tuning (PEFT) technique designed to optimize large language models while minimizing resource consumption.
+
+Unlike traditional full-parameter fine-tuning, LoRA:
+
+- **Freezes the pre-trained model weights**, preserving the original knowledge.
+- **Injects trainable rank decomposition matrices** into the Transformer layers.
+
+This tutorial provides step-by-step instructions for setting up the multi-host TPU environment and performing LoRA fine-tuning on a Hugging Face dataset using MaxText. In this tutorial we use a multi-host TPU such as `v6e-256`.
+
+We use [Tunix](https://github.com/google/tunix), a JAX-based library, to power these post-training tasks.
+
+Let's get started!
+
+## Prerequisites
+
+Before starting, ensure you have:
+
+- Access to a Google Cloud Project with TPU quotas.
+- A Hugging Face account with an access token for downloading models.
+- Permissions for Google Artifact Registry (Artifact Registry Writer role).
+- Prerequisites for XPK installed (follow [official documentation](https://github.com/AI-Hypercomputer/xpk/blob/main/docs/installation.md#1-prerequisites)).
+- A Pathways-ready GKE cluster (see [create GKE cluster](https://docs.cloud.google.com/ai-hypercomputer/docs/workloads/pathways-on-cloud/create-gke-cluster)).
+- **Docker** installed and configured for sudoless use. Follow the steps to [configure sudoless Docker](https://docs.docker.com/engine/install/linux-postinstall/).
+
+## Build and upload MaxText Docker image
+
+For instructions on building and uploading the MaxText Docker image with post-training dependencies, please refer to the [official documentation](https://maxtext.readthedocs.io/en/latest/build_maxtext.html).
+
+## Create GKE cluster
+
+Use a pathways ready GKE cluster as described [here](https://docs.cloud.google.com/ai-hypercomputer/docs/workloads/pathways-on-cloud/create-gke-cluster).
+
+## Environment configuration
+
+Set up the following environment variables to configure your training run. Replace placeholders with your actual values.
+
+```bash
+# -- Model configuration --
+# The MaxText model name. See `src/maxtext/configs/types.py` for `ModelName` for a
+# full list of supported models.
+export MODEL=<MODEL_NAME> # e.g., 'gemma4-26b'
+
+# Your Hugging Face access token. Required to download gated models like Gemma.
+# You can generate one at https://huggingface.co/settings/tokens.
+export HF_TOKEN=<HF_TOKEN>
+
+# -- MaxText configuration --
+# Use a GCS bucket you own to store logs and checkpoints. Ideally in the same
+# region as your TPUs to minimize latency and costs.
+# You can list your buckets and their locations in the
+# [Cloud Console](https://console.cloud.google.com/storage/browser) or via
+# `gcloud storage buckets list --format="table(name, location)"`.
+export BASE_OUTPUT_DIRECTORY=<GCS_BUCKET> # e.g., gs://my-bucket/maxtext-runs
+
+# An arbitrary string to identify this specific run.
+# We recommend to include the model, user, and timestamp.
+# Note: Kubernetes requires workload names to be valid DNS labels (lowercase, no underscores or periods).
+export RUN_NAME=<RUN_NAME>
+
+# -- Workload configuration --
+# Your GCP project ID. Find it on the [Cloud Console Dashboard](https://console.cloud.google.com/home/dashboard).
+# If you've already set it in your local config, you can retrieve it via:
+# gcloud config get-value project
+export PROJECT_ID=<PROJECT_ID>
+
+# The GCP location (listed as "Location" in the UI) and name of your
+# TPU-enabled GKE cluster. Both can be found on the
+# [Cloud Console](https://console.cloud.google.com/kubernetes/list).
+export ZONE=<ZONE> # e.g., 'us-central1'
+export GKE_CLUSTER=<CLUSTER_NAME>
+
+# For a full list of MaxText-supported TPU types, see: `src/maxtext/utils/accelerator_to_spec_map.py`. To see the TPU type
+# of your cluster:
+
+# 1. Connect to the cluster (required for kubectl commands later):
+# gcloud container clusters get-credentials ${GKE_CLUSTER?} --location ${ZONE?} --project ${PROJECT_ID?}
+
+# 2. Find your TPU type (e.g., 'v6e-256') by checking the accelerator labels on your nodes:
+# kubectl get nodes -l cloud.google.com/gke-tpu-accelerator -o jsonpath='{.items[*].metadata.labels.cloud\.google\.com/gke-tpu-accelerator}' | tr ' ' '\n' | sort -u
+export TPU_TYPE=<TPU_TYPE>
+export NUM_SLICES=<NUM_SLICES>
+
+# The Docker image you pushed in the prerequisite step
+export CLOUD_IMAGE_NAME=<IMAGE_NAME>
+export DOCKER_IMAGE="gcr.io/${PROJECT_ID?}/${CLOUD_IMAGE_NAME?}"
+
+# -- Fine-Tuning configuration --
+export STEPS=<STEPS> # e.g., 1000
+export PER_DEVICE_BATCH_SIZE=<BATCH_SIZE_PER_DEVICE> # e.g., 1
+export LORA_RANK=<LORA_RANK> # e.g., 16
+export LORA_ALPHA=<LORA_ALPHA> # e.g., 32.0
+export LEARNING_RATE=<LEARNING_RATE> # e.g., 3e-6
+export MAX_TARGET_LENGTH=<MAX_TARGET_LENGTH> # e.g., 1024
+
+# -- Dataset configuration --
+export DATASET_NAME=<DATASET_NAME> # e.g., openai/gsm8k
+export TRAIN_SPLIT=<TRAIN_SPLIT> # e.g., train
+export HF_DATA_DIR=<DATASET_PATH> # e.g., main
+export TRAIN_DATA_COLUMNS=<DATA_COLUMNS> # e.g., ['question','answer']
+
+# -- LoRA Conversion configuration (Optional) --
+export HF_LORA_ADAPTER_PATH=<HF_LORA_ADAPTER_PATH> # e.g., 'username/adapter-name'
+```
+
+## Customizing Trainable Layers (Optional)
+
+By default, MaxText determines which layers to apply LoRA to based on the model's architecture by reading `src/maxtext/configs/post_train/lora_module_path.yml`.
+
+If you need to fine-tune specific components (e.g., targeting only Attention layers to optimize memory usage), you can override these defaults through the following hierarchy:
+
+### Configuration Hierarchy
+
+1. **Command Line Argument**: Pass the `lora_module_path` argument directly in your training command.
+2. **Task-Specific Config (`sft.yml`)**: Define the `lora_module_path` parameter in `src/maxtext/configs/post_train/sft.yml`.
+3. **Global Defaults**: Automatic detection via the model-to-regex mapping defined in `lora_module_path.yml`.
+
+## Get MaxText model checkpoint
+
+This section explains how to prepare your model checkpoint for use with MaxText. You have two options: using an existing MaxText checkpoint or converting a Hugging Face checkpoint.
+
+### Option 1: Using an existing MaxText checkpoint
+
+If you already have a MaxText-compatible model checkpoint, simply set the following environment variable and move on to the next section.
+
+```bash
+export MAXTEXT_CKPT_PATH=<CKPT_PATH> # e.g., gs://my-bucket/my-model-checkpoint/0/items
+```
+
+**Note:** Make sure that `MAXTEXT_CKPT_PATH` has the checkpoints created using the correct storage flags:
+
+```bash
+export USE_PATHWAYS=0  # Set to 1 for Pathways, 0 for McJAX.
+checkpoint_storage_use_zarr3=$((1 - USE_PATHWAYS))
+checkpoint_storage_use_ocdbt=$((1 - USE_PATHWAYS))
+```
+
+### Option 2: Converting a Hugging Face checkpoint
+
+Refer to the steps in [Hugging Face to MaxText](https://maxtext.readthedocs.io/en/maxtext-v0.2.1/guides/checkpointing_solutions/convert_checkpoint.html#hugging-face-to-maxtext) to convert a hugging face checkpoint to MaxText. Make sure you have correct checkpoint files converted and saved. Similar as Option 1, you can set the following environment and move on.
+
+```bash
+export MAXTEXT_CKPT_PATH=<CKPT_PATH> # gs://my-bucket/my-checkpoint-directory/0/items
+```
+
+## Submit workload on GKE cluster
+
+This section provides the command to run LoRA Fine-Tuning on a GKE cluster.
+
+### Run a Fresh LoRA Fine-Tuning on Hugging Face Dataset
+
+#### LoRA with Multi-Controller JAX (McJAX)
+
+```bash
+xpk workload create \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload=${RUN_NAME?} \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=${NUM_SLICES?} \
+--command="python3 -m maxtext.trainers.post_train.sft.train_sft run_name=${RUN_NAME?} base_output_directory=${BASE_OUTPUT_DIRECTORY?} model_name=${MODEL?} load_parameters_path=${MAXTEXT_CKPT_PATH?} hf_access_token=${HF_TOKEN?} hf_path=${DATASET_NAME?} train_split=${TRAIN_SPLIT?} hf_data_dir=${HF_DATA_DIR?} train_data_columns=${TRAIN_DATA_COLUMNS?} steps=${STEPS?} per_device_batch_size=${PER_DEVICE_BATCH_SIZE?} max_target_length=${MAX_TARGET_LENGTH?} learning_rate=${LEARNING_RATE?} chat_template_path=${CHAT_TEMPLATE_PATH?} enable_nnx=True pure_nnx_decoder=True lora.enable_lora=True lora.lora_rank=${LORA_RANK?} lora.lora_alpha=${LORA_ALPHA?}"
+```
+
+Once the fine-tuning is completed, you can access your model checkpoints at `${BASE_OUTPUT_DIRECTORY}/${RUN_NAME/checkpoints`.
+
+#### LoRA with Pathways
+
+```bash
+export USE_PATHWAYS=1
+
+xpk workload create-pathways \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload=${RUN_NAME?} \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=${NUM_SLICES?} \
+--command="JAX_PLATFORMS=proxy JAX_BACKEND_TARGET=grpc://127.0.0.1:29000 ENABLE_PATHWAYS_PERSISTENCE=1 python3 -m maxtext.trainers.post_train.sft.train_sft run_name=${RUN_NAME?} base_output_directory=${BASE_OUTPUT_DIRECTORY?} model_name=${MODEL?} load_parameters_path=${MAXTEXT_CKPT_PATH?} hf_access_token=${HF_TOKEN?} hf_path=${DATASET_NAME?} train_split=${TRAIN_SPLIT?} hf_data_dir=${HF_DATA_DIR?} train_data_columns=${TRAIN_DATA_COLUMNS?} steps=${STEPS?} per_device_batch_size=${PER_DEVICE_BATCH_SIZE?} max_target_length=${MAX_TARGET_LENGTH?} learning_rate=${LEARNING_RATE?} chat_template_path=${CHAT_TEMPLATE_PATH?} enable_nnx=True pure_nnx_decoder=True lora.enable_lora=True lora.lora_rank=${LORA_RANK?} lora.lora_alpha=${LORA_ALPHA?} checkpoint_storage_use_zarr3=$((1 - USE_PATHWAYS)) checkpoint_storage_use_ocdbt=$((1 - USE_PATHWAYS)) enable_single_controller=True"
+```
+
+Once the fine-tuning is completed, you can access your model checkpoints at `${BASE_OUTPUT_DIRECTORY}/${RUN_NAME}/checkpoints`.
+
+### (Optional) Resume from a previous LoRA checkpoint
+
+If you want to resume training from a previous run or further fine-tune an existing LoRA adapter, you can specify the LoRA checkpoint path.
+
+#### Step 1: Convert HF LoRA adapter to MaxText format with Multi-Controller JAX (McJAX)
+
+If your LoRA adapter is currently in Hugging Face format, you must convert it to MaxText format before it can be loaded. Use the integrated conversion utility:
+
+```sh
+xpk workload create \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload=${RUN_NAME?} \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=${NUM_SLICES?} \
+--command="python3 -m maxtext.checkpoint_conversion.to_maxtext model_name=${MODEL?} hf_lora_adapter_path=${HF_LORA_ADAPTER_PATH?} base_output_directory=${BASE_OUTPUT_DIRECTORY?}/converted_adapter hf_access_token=${HF_TOKEN?} hardware=cpu skip_jax_distributed_system=True"
+```
+
+#### Step 2: Set the restore path
+
+Point `LORA_RESTORE_PATH` to the converted MaxText adapter directory (the directory containing the `0/items` or Orbax files).
+
+- **load_parameters_path**: Points to the frozen base model weights (the original model).
+- **lora_restore_path**: Points to the previous LoRA adapter weights you wish to load.
+
+```sh
+export LORA_RESTORE_PATH=<LORA_RESTORE_PATH> # e.g., gs://my-bucket/run-1/checkpoints/0/items or /path/to/run-1/checkpoints/0/items
+```
+
+#### Step 3-1: Run LoRA Fine-Tuning with the Restore Path through Multi-Controller JAX (McJAX)
+
+Once your environment variables and checkpoints are ready, you can start the LoRA fine-tuning process.
+
+Execute the following command to begin training:
+
+```sh
+xpk workload create \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload=${RUN_NAME?} \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=${NUM_SLICES?} \
+--command="python3 -m maxtext.trainers.post_train.sft.train_sft run_name=${RUN_NAME?} base_output_directory=${BASE_OUTPUT_DIRECTORY?} model_name=${MODEL?} load_parameters_path=${MAXTEXT_CKPT_PATH?} hf_access_token=${HF_TOKEN?} hf_path=${DATASET_NAME?} train_split=${TRAIN_SPLIT?} hf_data_dir=${HF_DATA_DIR?} train_data_columns=${TRAIN_DATA_COLUMNS?} steps=${STEPS?} per_device_batch_size=${PER_DEVICE_BATCH_SIZE?} max_target_length=${MAX_TARGET_LENGTH?} lora.lora_restore_path=${LORA_RESTORE_PATH?} learning_rate=${LEARNING_RATE?} chat_template_path=${CHAT_TEMPLATE_PATH?} enable_nnx=True pure_nnx_decoder=True lora.enable_lora=True lora.lora_rank=${LORA_RANK?} lora.lora_alpha=${LORA_ALPHA?}"
+```
+
+#### Step 3-2: Run LoRA Fine-Tuning with the Restore Path through Pathways
+
+```bash
+export USE_PATHWAYS=1
+
+xpk workload create-pathways \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload=${RUN_NAME?} \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=${NUM_SLICES?} \
+--command="JAX_PLATFORMS=proxy JAX_BACKEND_TARGET=grpc://127.0.0.1:29000 ENABLE_PATHWAYS_PERSISTENCE=1 python3 -m maxtext.trainers.post_train.sft.train_sft run_name=${RUN_NAME?} base_output_directory=${BASE_OUTPUT_DIRECTORY?} model_name=${MODEL?} load_parameters_path=${MAXTEXT_CKPT_PATH?} hf_access_token=${HF_TOKEN?} hf_path=${DATASET_NAME?} train_split=${TRAIN_SPLIT?} hf_data_dir=${HF_DATA_DIR?} train_data_columns=${TRAIN_DATA_COLUMNS?} steps=${STEPS?} per_device_batch_size=${PER_DEVICE_BATCH_SIZE?} max_target_length=${MAX_TARGET_LENGTH?} lora.lora_restore_path=${LORA_RESTORE_PATH?} learning_rate=${LEARNING_RATE?} chat_template_path=${CHAT_TEMPLATE_PATH?} enable_nnx=True pure_nnx_decoder=True lora.enable_lora=True lora.lora_rank=${LORA_RANK?} lora.lora_alpha=${LORA_ALPHA?} checkpoint_storage_use_zarr3=$((1 - USE_PATHWAYS)) checkpoint_storage_use_ocdbt=$((1 - USE_PATHWAYS)) enable_single_controller=True"
+```
+
+Your fine-tuned model checkpoints will be saved here: `$BASE_OUTPUT_DIRECTORY/$RUN_NAME/checkpoints`.
+
+## (Optional) Convert Fine-tuned LoRA to Hugging Face Format with Multi-Controller JAX (McJAX)
+
+After completing the fine-tuning process, your LoRA weights are stored in MaxText/Orbax format. To use these weights with the Hugging Face ecosystem (e.g., for inference or sharing), convert them back using the `to_huggingface.py` script.
+
+```sh
+xpk workload create \
+--cluster=${GKE_CLUSTER?} \
+--project=${PROJECT_ID?} \
+--zone=${ZONE?} \
+--docker-image=${DOCKER_IMAGE?} \
+--workload="${RUN_NAME?}-to-hf" \
+--tpu-type=${TPU_TYPE?} \
+--num-slices=1 \
+--command="python3 -m maxtext.checkpoint_conversion.to_huggingface \
+    model_name=${MODEL?} \
+    lora.lora_restore_path=${BASE_OUTPUT_DIRECTORY?}/${RUN_NAME?}/checkpoints/<STEPS>/model_params \
+    base_output_directory=${BASE_OUTPUT_DIRECTORY?}/hf_lora_adapter \
+    hf_access_token=${HF_TOKEN?}"
+
+```
+
+- `lora.lora_restore_path`: Point this to the specific checkpoint directory (e.g., `.../checkpoints/1000/items`) that you want to export.
+- `base_output_directory`: The local or GCS directory where the Hugging Face `adapter_model.safetensors` and `adapter_config.json` will be saved.
+- `lora.lora_rank` / `lora.lora_alpha`: Must match the values used during the training phase to ensure the `adapter_config.json` is generated correctly.
+
+## A Note on Multi-Host Resharding
+
+When running LoRA fine-tuning in a **multi-host environment** (e.g., a TPU pod with 64 hosts managing 256 TPUs, such as Pathways or McJAX), special care must be taken when resharding arrays.
+
+In a single-host environment, the host has a global view of all devices, so a standard `jax.device_put` can easily distribute slices of data to all local TPUs. However, in a multi-host setup:
+
+- **Addressability:** A host only has a local view of its directly attached devices and cannot push data directly to TPUs managed by other hosts.
+- **Memory Constraints:** If every host tries to load the entire weight matrix into RAM just to extract its local piece, the host CPUs will run out of memory (OOM).
+
+To solve this, MaxText uses `jax.make_array_from_callback` for a "safe reshard." Instead of pushing data *to* the devices, this flips the paradigm. It creates a global `jax.Array` construct where each host locally executes a callback (`lambda idx: val[idx]`) to load **only the specific slice** of the data that its attached TPUs need. This completely bypasses cross-host `device_put` limitations and prevents OOMs since each host only indexes what it requires.