arXiv:2603.12630v1 Announce Type: cross Abstract: The rise of foundation models has driven the emergence of AI supply chains, where upstream foundation model providers offer fine-tuning and inference services to downstream firms developing domain-specific applications. Downstream firms pay providers to use their computing infrastructure to fine-tune models with proprietary data, creating a co-creation dynamic that enhances model quality. Amid concerns that foundation model providers and downstream firms may capture excessive consumer surplus, along with increasing regulatory measures, this study employs a game-theoretic model involving a provider and two competing downstream firms to analyze how policy interventions affect consumer surplus in the AI supply chain. Our analysis shows that policies promoting price competition in downstream markets (i.e., pro-price-competitive policies) boost consumer surplus only when compute or data preprocessing costs are high, while compute subsidies are effective only when these costs are low, suggesting these policies complement each other. In contrast, policies promoting quality competition in downstream markets (i.e., pro-quality-competitive policies) always improve consumer surplus. We also find that under pro-price-competitive policies or compute subsidies, both the provider and downstream firms can achieve higher profits along with greater consumer surplus, creating a win-win-win outcome. However, pro-quality-competitive policies increase the provider's profits while reducing those of downstream firms. Finally, as compute costs decline, pro-price-competitive policies may lose their effectiveness, whereas compute subsidies may shift from ineffective to effective. These findings offer insights for policymakers seeking to foster AI supply chains that are economically efficient and socially beneficial.

arXiv:2603.12793v1 Announce Type: cross Abstract: A recent cutting-edge topic in multimodal modeling is to unify visual comprehension and generation within a single model. However, the two tasks demand mismatched decoding regimes and visual representations, making it non-trivial to jointly optimize within a shared feature space. In this work, we present Cheers, a unified multimodal model that decouples patch-level details from semantic representations, thereby stabilizing semantics for multimodal understanding and improving fidelity for image generation via gated detail residuals. Cheers includes three key components: (i) a unified vision tokenizer that encodes and compresses image latent states into semantic tokens for efficient LLM conditioning, (ii) an LLM-based Transformer that unifies autoregressive decoding for text generation and diffusion decoding for image generation, and (iii) a cascaded flow matching head that decodes visual semantics first and then injects semantically gated detail residuals from the vision tokenizer to refine high-frequency content. Experiments on popular benchmarks demonstrate that Cheers matches or surpasses advanced UMMs in both visual understanding and generation. Cheers also achieves 4x token compression, enabling more efficient high-resolution image encoding and generation. Notably, Cheers outperforms the Tar-1.5B on the popular benchmarks GenEval and MMBench, while requiring only 20% of the training cost, indicating effective and efficient (i.e., 4x token compression) unified multimodal modeling. We will release all code and data for future research.

arXiv:2509.26495v3 Announce Type: replace Abstract: Large Language Model (LLM) safety is one of the most pressing challenges for enabling wide-scale deployment. While most studies and global discussions focus on generic harms, such as models assisting users in harming themselves or others, enterprises face a more fundamental concern: whether LLM-based agents are safe for their intended use case. To address this, we introduce operational safety, defined as an LLM's ability to appropriately accept or refuse user queries when tasked with a specific purpose. We further propose OffTopicEval, an evaluation suite and benchmark for measuring operational safety both in general and within specific agentic use cases. Our evaluations on six model families comprising 20 open-weight LLMs reveal that while performance varies across models, all of them remain highly operationally unsafe. Even the strongest models - Qwen-3 (235B) with 77.77% and Mistral (24B) with 79.96% - fall far short of reliable operational safety, while GPT models plateau in the 62-73% range, Phi achieves only mid-level scores (48-70%), and Gemma and Llama-3 collapse to 39.53% and 23.84%, respectively. While operational safety is a core model alignment issue, to suppress these failures, we propose prompt-based steering methods: query grounding (Q-ground) and system-prompt grounding (P-ground), which substantially improve OOD refusal. Q-ground provides consistent gains of up to 23%, while P-ground delivers even larger boosts, raising Llama-3.3 (70B) by 41% and Qwen-3 (30B) by 27%. These results highlight both the urgent need for operational safety interventions and the promise of prompt-based steering as a first step toward more reliable LLM-based agents.

arXiv:2602.12670v3 Announce Type: replace Abstract: Agent Skills are structured packages of procedural knowledge that augment LLM agents at inference time. Despite rapid adoption, there is no standard way to measure whether they actually help. We present SkillsBench, a benchmark of 86 tasks across 11 domains paired with curated Skills and deterministic verifiers. Each task is evaluated under three conditions: no Skills, curated Skills, and self-generated Skills. We test 7 agent-model configurations over 7,308 trajectories. Curated Skills raise average pass rate by 16.2 percentage points(pp), but effects vary widely by domain (+4.5pp for Software Engineering to +51.9pp for Healthcare) and 16 of 84 tasks show negative deltas. Self-generated Skills provide no benefit on average, showing that models cannot reliably author the procedural knowledge they benefit from consuming. Focused Skills with 2--3 modules outperform comprehensive documentation, and smaller models with Skills can match larger models without them.

arXiv:2601.00150v3 Announce Type: replace-cross Abstract: FCMBench is the first large-scale and privacy-compliant multimodal benchmark for real-world financial credit applications, covering tasks and robustness challenges from domain specific workflows and constraints. The current version of FCMBench covers 26 certificate types, with 5198 privacy-compliant images and 13806 paired VQA samples. It evaluates models on Perception and Reasoning tasks under real-world Robustness interferences, including 3 foundational perception tasks, 4 credit-specific reasoning tasks demanding decision-oriented visual evidence interpretation, and 10 real-world challenges for rigorous robustness stress testing. Moreover, FCMBench offers privacy-compliant realism with minimal leakage risk through in-house scenario-aware captures of manually synthesized templates, without any publicly released images. We conduct extensive evaluations of 28 state-of-the-art vision-language models spanning 14 AI companies and research institutes. Among them, Gemini 3 Pro achieves the best F1 score as a commercial model (65.16), Kimi-K2.5 achieves the best score as an open-source baseline (60.58). The mean and the std. of all tested models is 44.8 and 10.3 respectively, indicating that FCMBench is non-trivial and provides strong resolution for separating modern vision-language model capabilities. Robustness evaluations reveal that even top-performing models experience notable performance degradation under the designed challenges. We have open-sourced this benchmark to advance AI research in the credit domain and provide a domain-specific task for real-world AI applications.

arXiv:2601.18113v3 Announce Type: replace-cross Abstract: LLM-based web agents have become increasingly popular for their utility in daily life and work. However, they exhibit critical vulnerabilities when processing malicious URLs: accepting a disguised malicious URL enables subsequent access to unsafe webpages, which can cause severe damage to service providers and users. Despite this risk, no benchmark currently targets this emerging threat. To address this gap, we propose MalURLBench, the first benchmark for evaluating LLMs' vulnerabilities to malicious URLs. MalURLBench contains 61,845 attack instances spanning 10 real-world scenarios and 7 categories of real malicious websites. Experiments with 12 popular LLMs reveal that existing models struggle to detect elaborately disguised malicious URLs. We further identify and analyze key factors that impact attack success rates and propose URLGuard, a lightweight defense module. We believe this work will provide a foundational resource for advancing the security of web agents. Our code is available at https://github.com/JiangYingEr/MalURLBench.

arXiv:2602.07075v4 Announce Type: replace-cross Abstract: Chemical large language models (LLMs) predominantly rely on explicit Chain-of-Thought (CoT) in natural language to perform complex reasoning. However, chemical reasoning is inherently continuous and structural, and forcing it into discrete linguistic tokens introduces a fundamental representation mismatch that constrains both efficiency and performance. We introduce LatentChem, a latent reasoning interface that decouples chemical computation from textual generation, enabling models to perform multi-step reasoning directly in continuous latent space while emitting language only for final outputs. Remarkably, we observe a consistent emergent behavior: when optimized solely for task success, models spontaneously internalize reasoning, progressively abandoning verbose textual derivations in favor of implicit latent computation. This shift is not merely stylistic but computationally advantageous. Across diverse chemical reasoning benchmarks, LatentChem achieves a 59.88\% non-tie win rate over strong CoT-based baselines on ChemCoTBench, while delivering a 10.84$\times$ average reduction in reasoning overhead. Our results provide empirical evidence that chemical reasoning is more naturally and effectively realized as continuous latent dynamics rather than discretized linguistic trajectories.

arXiv:2602.07801v3 Announce Type: replace-cross Abstract: In long-video understanding, conventional uniform frame sampling often fails to capture key visual evidence, leading to degraded performance and increased hallucinations. To address this, recent agentic thinking-with-videos paradigms have emerged, adopting a localize-clip-answer pipeline in which the model actively identifies relevant video segments, performs dense sampling within those clips, and then produces answers. However, existing methods remain inefficient, suffer from weak localization, and adhere to rigid workflows. To solve these issues, we propose VideoTemp-o3, a unified agentic thinking-with-videos framework that jointly models video grounding and question answering. VideoTemp-o3 exhibits strong localization capability, supports on-demand clipping, and can refine inaccurate localizations. Specifically, in the supervised fine-tuning stage, we design a unified masking mechanism that encourages exploration while preventing noise. For reinforcement learning, we introduce dedicated rewards to mitigate reward hacking. Besides, from the data perspective, we develop an effective pipeline to construct high-quality long video grounded QA data, along with a corresponding benchmark for systematic evaluation across various video durations. Experimental results demonstrate that our method achieves remarkable performance on both long video understanding and grounding.

arXiv:2602.08917v2 Announce Type: replace-cross Abstract: Query expansion with large language models is promising but often relies on hand-crafted prompts, manually chosen exemplars, or a single LLM, making it non-scalable and sensitive to domain shift. We present an automated, domain-adaptive QE framework that builds in-domain exemplar pools by harvesting pseudo-relevant passages using a BM25-MonoT5 pipeline. A training-free cluster-based strategy selects diverse demonstrations, yielding strong and stable in-context QE without supervision. To further exploit model complementarity, we introduce a two-LLM ensemble in which two heterogeneous LLMs independently generate expansions and a refinement LLM consolidates them into one coherent expansion. Across TREC DL20, DBPedia, and SciFact, the refined ensemble delivers consistent and statistically significant gains over BM25, Rocchio, zero-shot, and fixed few-shot baselines. The framework offers a reproducible testbed for exemplar selection and multi-LLM generation, and a practical, label-free solution for real-world QE.

arXiv:2603.07853v1 Announce Type: new Abstract: Research Agents enable models to gather information from the web using tools to answer user queries, requiring them to dynamically interleave internal reasoning with tool use. While such capabilities can in principle be learned via reinforcement learning with verifiable rewards (RLVR), we observe that agents often exhibit poor exploration behaviors, including premature termination and biased tool usage. As a result, RLVR alone yields limited improvements. We propose SynPlanResearch-R1, a framework that synthesizes tool-use trajectories that encourage deeper exploration to shape exploration during cold-start supervised fine-tuning, providing a strong initialization for subsequent RL. Across seven multi-hop and open-web benchmarks, \framework improves performance by up to 6.0% on Qwen3-8B and 5.8% on Qwen3-4B backbones respectively compared to SOTA baselines. Further analyses of tool-use patterns and training dynamics compared to baselines shed light on the factors underlying these gains. Our code is publicly available at https://github.com/HansiZeng/syn-plan-research.

arXiv:2603.07972v1 Announce Type: new Abstract: While scaling individual Large Language Models (LLMs) has delivered remarkable progress, the next frontier lies in scaling collaboration through multi-agent systems (MAS). However, purely autonomous MAS remain ''closed-world'' systems, constrained by the static knowledge horizon of pre-trained models. This limitation makes them brittle on tasks requiring knowledge beyond training data, often leading to collective failure under novel challenges. To address this, we propose the Human-In-the-Loop Multi-Agent Collaboration (HILA) framework, a principled paradigm for human--agent collaboration. HILA trains agents to learn a metacognitive policy that governs when to solve problems autonomously and when to defer to a human expert. To operationalize this policy, we introduce Dual-Loop Policy Optimization, which disentangles immediate decision-making from long-term capability growth. The inner loop applies Group Relative Policy Optimization (GRPO) with a cost-aware reward to optimize deferral decisions, while the outer loop implements continual learning, transforming expert feedback into high-quality supervised signals that strengthen the agent's reasoning ability. Experiments on challenging mathematical and problem-solving benchmarks show that HILA, equipped with Dual-Loop Policy Optimization, consistently outperforms advanced MAS, establishing a principled foundation for collaborative and continually improving agentic systems.

arXiv:2603.07978v1 Announce Type: new Abstract: General-purpose computer-use agents have shown impressive performance across diverse digital environments. However, our new benchmark, OSExpert-Eval, indicates they remain far less helpful than human experts. Although inference-time scaling enables adaptation, these agents complete complex tasks inefficiently with degraded performance, transfer poorly to unseen UIs, and struggle with fine-grained action sequences. To solve the problem, we introduce a GUI-based depth-first search (GUI-DFS) exploration algorithm to comprehensively explore and verify an environment's unit functions. The agent then exploits compositionality between unit skills to self-construct a curriculum for composite tasks. To support fine-grained actions, we curate a database of action primitives for agents to discover during exploration; these are saved as a skill set once the exploration is complete. We use the learned skills to improve the agent's performance and efficiency by (1) enriching agents with ready-to-use procedural knowledge, allowing them to plan only once for long trajectories and generate accurate actions, and (2) enabling them to end inference-time scaling earlier by realizing their boundary of capabilities. Extensive experiments show that our environment-learned agent takes a meaningful step toward expert-level computer use, achieving a around 20 percent performance gain on OSExpert-Eval and closing the efficiency gap to humans by around 80 percent

arXiv:2603.08035v1 Announce Type: new Abstract: Reward modeling is essential for aligning Large Language Models(LLMs) with human preferences, yet conventional reward models suffer from poor interpretability and heavy reliance on costly expert annotations. While recent rubric-based approaches enhance evaluation transparency, they lack systematic quality control, yielding noisy and redundant criteria, failing to mitigate persistent biases (e.g., verbosity, position) in LLM evaluators, and creating a scalability-reliability trade-off. To address these limitations, we propose CDRRM (Contrast-Driven Rubric Reward Model), a framework built on a novel Contrast-then-Synthesis paradigm for high-quality rubric generation and guided preference judgment. CDRRM first conducts multi-dimensional contrastive profiling on preference pairs to identify causal discriminative factors, then synthesizes these insights into compact, context-aware rubrics to guide preference judg- ments. Extensive experiments on three authoritative benchmarks (RewardBench, RMBench, RMB) demonstrate that CDRRM achieves state-of-the-art performance across diverse domains and effectively mitigates aforementioned evaluation biases. Notably, our approach delivers exceptional data efficiency: training the rubric generator on only 3k high-quality samples empowers a frozen pre-trained judge model to outperform fully fine-tuned baselines. This work offers a scalable, interpretable, and data-efficient path for reward modeling.

arXiv:2603.08369v1 Announce Type: new Abstract: Multimodal large language models have recently shown promising progress in visual mathematical reasoning. However, their performance is often limited by a critical yet underexplored bottleneck: inaccurate visual perception. Through systematic analysis, we find that the most failures originate from incorrect or incomplete visual evidence extraction rather than deficiencies in reasoning capability. Moreover, models tend to remain overly confident in their initial perceptions, making standard strategies such as prompt engineering, multi-round self-reflection, or posterior guidance insufficient to reliably correct errors. To address this limitation, we propose M3-ACE, a multi-agentic context engineering framework designed to rectify visual perception in multimodal math reasoning. Instead of directly aggregating final answers, our approach decouples perception and reasoning by dynamically maintaining a shared context centered on visual evidence lists. Multiple agents collaboratively contribute complementary observations, enabling the system to expose inconsistencies and recover missing perceptual information. To support stable multi-turn collaboration, we further introduce two lightweight tools: a Summary Tool that organizes evidence from different agents into consistent, complementary, and conflicting components, and a Refine Tool that filters unreliable samples and guides iterative correction. Extensive experiments demonstrate that M3-ACE substantially improves visual mathematical reasoning performance across multiple benchmarks. Our method establishes new state-of-the-art results 89.1 on the MathVision benchmark and achieves consistent improvements on other related datasets, including MathVista and MathVerse. These results highlight the importance of perception-centric multi-agent collaboration for advancing multimodal reasoning systems.

arXiv:2603.06617v1 Announce Type: cross Abstract: We introduce \textbf{Evo}, a duality latent trajectory model that bridges autoregressive (AR) and diffusion-based language generation within a continuous evolutionary generative framework. Rather than treating AR decoding and diffusion generation as separate paradigms, Evo reconceptualizes text generation as a latent flow: each token is associated with a vector-valued embedding that evolves over a progression variable $t_i \in [0, 1]$, indicating its semantic maturity. Low $t_i$ values correspond to confident AR-like refinement, while high values invoke diffusion-style planning, allowing the model to adaptively balance AR and diffusion based on uncertainty. Theoretically, we show that both AR and diffusion models emerge as discretizations of a shared probability flow, and we derive Evo's training objective from a unified variational ELBO. The model is implemented as a time-conditioned Transformer governed by a shared vector field, trained end-to-end to jointly infer latent codes and their progression times. During decoding, Evo performs efficient, semantics-aware refinement, achieving high-quality outputs without sacrificing speed. Empirically, Evo 8B achieves state-of-the-art or highly competitive results on 15 diverse benchmarks, including reasoning (GSM8K, ARC-C), code generation (HumanEval, MBPP), and general language understanding, while maintaining fast inference speed. Our results demonstrate that Evo delivers a new paradigm for LLM design with strong generation quality, robust symbolic reasoning, and decoding efficiency.

arXiv:2603.06626v1 Announce Type: cross Abstract: Traditional Mixture-of-Experts (MoE) training typically proceeds without any structural priors, effectively requiring the model to simultaneously train expert weights while searching for an optimal routing policy within a vast combinatorial space. This entanglement often leads to sluggish convergence and training instabilities. This paper introduces Grouter, a preemptive routing method that by distilling high-quality structures from fully-trained MoE models and serving as a fixed router for target models. By decoupling structural optimization from weight updates, Grouter significantly accelerates both the speed and quality of model convergence. To ensure the framework's versatility, we also introduce expert folding to adapt Grouter across varying model configurations and expert tuning to rebalance workloads across different data distributions. Furthermore, by leveraging the structural priors provided by preemptive routing, we can implement targeted optimizations to further enhance training throughput. Experiments demonstrate that Grouter achieves superior performance and efficiency which boosts pre-training data utilization by 4.28x and achieves up to 33.5% throughput acceleration, establishing preemptive routing as a fundamental paradigm for scalable MoE training.

arXiv:2603.06664v1 Announce Type: cross Abstract: Diffusion Transformer (DiT)-based video generation models inherently suffer from bottlenecks in long video synthesis and real-time inference, which can be attributed to the use of full spatiotemporal attention. Specifically, this mechanism leads to explosive O(N^2) memory consumption and high first-frame latency. To address these issues, we implement system-level inference optimizations for a causal autoregressive video generation pipeline. We adapt the Self-Forcing causal autoregressive framework to sequence parallel inference and implement a sequence-parallel variant of the causal rotary position embedding which we refer to as Causal-RoPE SP. This adaptation enables localized computation and reduces cross-rank communication in sequence parallel execution. In addition, computation and communication pipelines are optimized through operator fusion and RoPE precomputation. Experiments conducted on an eight GPU A800 cluster show that the optimized system achieves comparable generation quality, sub-second first-frame latency, and near real-time inference speed. For generating five second 480P videos, a 1.58x speedup is achieved, thereby providing effective support for real-time interactive applications.

arXiv:2603.06742v1 Announce Type: cross Abstract: Constrained generative modeling is fundamental to applications such as robotic control and autonomous driving, where models must respect physical laws and safety-critical constraints. In real-world settings, these constraints rarely take the form of simple linear inequalities, but instead complex feasible regions that resemble road maps or other structured spatial domains. We propose a constrained generation framework that generates samples directly within such feasible regions while preserving realism. Our method fine-tunes a pretrained generative model to enforce constraints while maintaining generative fidelity. Experimentally, our method exhibits characteristics distinct from existing fine-tuning and training-free constrained baselines, revealing a new compromise between constraint satisfaction and sampling quality.

arXiv:2603.06881v1 Announce Type: cross Abstract: Ferroelectric field-effect transistors (FeFET)-based vertical NAND (Fe-VNAND) has emerged as a promising candidate to overcome z-scaling limitations with lower programming voltages. However, the data retention of 3D Fe-VNAND is hindered by the complex interaction between charge detrapping and ferroelectric depolarization. Developing optimized device designs requires exploring an extensive parameter space, but the high computational cost of conventional Technology Computer-Aided Design (TCAD) tools makes such wide-scale optimization impractical. To overcome these simulation barriers, we present a Physics-Informed Neural Operator (PINO)-based AI surrogate model designed for high-efficiency prediction of threshold voltage (Vth) shifts and retention behavior. By embedding fundamental physical principles into the learning architecture, our PINO framework achieves a speedup exceeding 10000x compared to TCAD while maintaining physical accuracy. This study demonstrates the model's effectiveness on a single FeFET configuration, serving as a pathway toward modeling the retention loss mechanisms.

arXiv:2603.07502v1 Announce Type: cross Abstract: The continuous expansion of open data platforms and research repositories has led to a fragmented dataset ecosystem, posing significant challenges for cross-source data discovery and interpretation. To address these challenges, we introduce SeDa--a unified framework for dataset discovery, semantic annotation, and multi-entity augmented navigation. SeDa integrates more than 7.6 million datasets from over 200 platforms, spanning governmental, academic, and industrial domains. The framework first performs semantic extraction and standardization to harmonize heterogeneous metadata representations. On this basis, a topic-tagging mechanism constructs an extensible tag graph that supports thematic retrieval and cross-domain association, while a provenance assurance module embedded within the annotation process continuously validates dataset sources and monitors link availability to ensure reliability and traceability. Furthermore, SeDa employs a multi-entity augmented navigation strategy that organizes datasets within a knowledge space of sites, institutions, and enterprises, enabling contextual and provenance-aware exploration beyond traditional search paradigms. Comparative experiments with popular dataset search platforms, such as ChatPD and Google Dataset Search, demonstrate that SeDa achieves superior coverage, timeliness, and traceability. Taken together, SeDa establishes a foundation for trustworthy, semantically enriched, and globally scalable dataset exploration.