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models Phi 3.5 MoE instruct

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Phi-3.5-MoE-instruct

Overview

Phi-3.5-MoE is a lightweight, state-of-the-art open model built upon datasets used for Phi-3 - synthetic data and filtered publicly available documents - with a focus on very high-quality, reasoning dense data. The model supports multilingual and comes with 128K context length (in tokens). The model underwent a rigorous enhancement process, incorporating supervised fine-tuning, proximal policy optimization, and direct preference optimization to ensure precise instruction adherence and robust safety measures.

Resources

🏡 Phi-3 Portal
📰 Phi-3 Microsoft Blog
📖 Phi-3 Technical Report
👩‍🍳 Phi-3 Cookbook

Model Architecture

Phi-3.5-MoE has 16x3.8B parameters with 6.6B active parameters when using 2 experts. The model is a mixture-of-expert decoder-only Transformer model using the tokenizer with vocabulary size of 32,064.

Training Data

This is a static model trained on an offline dataset with 4.9T tokens and a cutoff date October 2023 for publicly available data. Future versions of the tuned models may be released as we improve models.

Version: 4

Tags

`evaluation : To understand the capabilities, we compare Phi-3.5-MoE with a set of models over a variety of benchmarks using our internal benchmark platform. At the high-level overview of the model quality on representative benchmarks:

Category Benchmark Phi-3.5-MoE-instruct Mistral-Nemo-12B-instruct-2407 Llama-3.1-8B-instruct Gemma-2-9b-It Gemini-1.5-Flash GPT-4o-mini-2024-07-18 (Chat)
Popular aggregated benchmark Arena Hard 37.9 39.4 25.7 42.0 55.2 75.0
BigBench Hard CoT (0-shot) 79.1 60.2 63.4 63.5 66.7 80.4
MMLU (5-shot) 78.9 67.2 68.1 71.3 78.7 77.2
MMLU-Pro (0-shot, CoT) 54.3 40.7 44.0 50.1 57.2 62.8
Reasoning ARC Challenge (10-shot) 91.0 84.8 83.1 89.8 92.8 93.5
BoolQ (2-shot) 84.6 82.5 82.8 85.7 85.8 88.7
GPQA (0-shot, CoT) 36.8 28.6 26.3 29.2 37.5 41.1
HellaSwag (5-shot) 83.8 76.7 73.5 80.9 67.5 87.1
OpenBookQA (10-shot) 89.6 84.4 84.8 89.6 89.0 90.0
PIQA (5-shot) 88.6 83.5 81.2 83.7 87.5 88.7
Social IQA (5-shot) 78.0 75.3 71.8 74.7 77.8 82.9
TruthfulQA (MC2) (10-shot) 77.5 68.1 69.2 76.6 76.6 78.2
WinoGrande (5-shot) 81.3 70.4 64.7 74.0 74.7 76.9
Multilingual Multilingual MMLU (5-shot) 69.9 58.9 56.2 63.8 77.2 72.9
MGSM (0-shot CoT) 58.7 63.3 56.7 75.1 75.8 81.7
Math GSM8K (8-shot, CoT) 88.7 84.2 82.4 84.9 82.4 91.3
MATH (0-shot, CoT) 59.5 31.2 47.6 50.9 38.0 70.2
Long context Qasper 40.0 30.7 37.2 13.9 43.5 39.8
SQuALITY 24.1 25.8 26.2 0.0 23.5 23.8
Code Generation HumanEval (0-shot) 70.7 63.4 66.5 61.0 74.4 86.6
MBPP (3-shot) 80.8 68.1 69.4 69.3 77.5 84.1
Average 69.2 61.3 61.0 63.3 68.5 74.9

We take a closer look at different categories across 80 public benchmark datasets at the table below:

Category Phi-3.5-MoE-instruct Mistral-Nemo-12B-instruct-2407 Llama-3.1-8B-instruct Gemma-2-9b-It Gemini-1.5-Flash GPT-4o-mini-2024-07-18 (Chat)
Popular aggregated benchmark 62.6 51.9 50.3 56.7 64.5 73.9
Reasoning 78.7 72.2 70.5 75.4 77.7 80.0
Language understanding 71.8 67.0 62.9 72.8 66.6 76.8
Robustness 75.6 65.2 59.8 64.7 68.9 77.5
Long context 25.5 24.5 25.5 0.0 27.0 25.4
Math 74.1 57.7 65.0 67.9 60.2 80.8
Code generation 68.3 56.9 65.8 58.3 66.8 69.9
Multilingual 65.8 55.3 47.5 59.6 64.3 76.6

Overall, Phi-3.5-MoE with only 6.6B active parameters achieves a similar level of language understanding and math as much larger models. Moreover, the model outperforms bigger models in reasoning capability and only behind GPT-4o-mini. However, it is still fundamentally limited by its size for certain tasks. The model simply does not have the capacity to store too much factual knowledge, therefore, users may experience factual incorrectness. However, we believe such weakness can be resolved by augmenting Phi-3.5 with a search engine, particularly when using the model under RAG settings.

Multilingual

The table below highlights multilingual capability of Phi-3.5-MoE on multilingual MMLU, MEGA, and multilingual MMLU-pro datasets. Overall, we observed that even with just 6.6B active parameters, the model is very competitive on multilingual tasks in comparison to other models with a much bigger active parameters.

Category Phi-3.5-MoE-instruct Mistral-Nemo-12B-instruct-2407 Llama-3.1-8B-instruct Gemma-2-9b-It Gemini-1.5-Flash GPT-4o-mini-2024-07-18 (Chat)
Multilingual MMLU 69.9 58.9 56.2 63.8 77.2 72.9
Multilingual MMLU-Pro 45.3 34.0 21.4 43.0 57.9 53.2
MGSM 58.7 63.3 56.7 75.1 75.8 81.7
MEGA MLQA 65.3 61.2 45.2 54.4 61.6 70.0
MEGA TyDi QA 67.1 63.7 54.5 65.6 63.6 81.8
MEGA UDPOS 60.4 58.2 54.1 56.6 62.4 66.0
MEGA XCOPA 76.6 10.8 21.1 31.2 95.0 90.3
MEGA XStoryCloze 82.8 92.3 71.0 87.0 20.7 96.6
Average 65.8 55.3 47.5 59.6 64.3 76.6

Long Context

Phi-3.5-MoE supports 128K context length, therefore the model is capable of several long context tasks including long document/meeting summarization, long document QA, multilingual context retrieval. We see that Phi-3.5 is clearly better than Gemma-2 family which only supports 8K context length. Phi-3.5-MoE-instruct is very competitive with other much larger open-weight models such as Llama-3.1-8B-instruct, and Mistral-Nemo-12B-instruct-2407.

Benchmark Phi-3.5-MoE-instruct Mistral-Nemo-12B-instruct-2407 Llama-3.1-8B-instruct Gemini-1.5-Flash GPT-4o-mini-2024-07-18 (Chat)
GovReport 26.4 25.6 25.1 27.8 24.8
QMSum 19.9 22.1 21.6 24.0 21.7
Qasper 40.0 30.7 37.2 43.5 39.8
SQuALITY 24.1 25.8 26.2 23.5 23.8
SummScreenFD 16.9 18.2 17.6 16.3 17.0
Average 25.5 24.5 25.5 27.0 25.4

RULER: a retrieval-based benchmark for long context understanding

Model 4K 8K 16K 32K 64K 128K Average
Phi-3.5-MoE-instruct 94.8 93 93.2 91.6 85.7 64.2 87.1
Llama-3.1-8B-instruct 95.5 93.8 91.6 87.4 84.7 77.0 88.3
Mistral-Nemo-12B-instruct-2407 87.8 87.2 87.7 69.0 46.8 19.0 66.2

RepoQA: a benchmark for long context code understanding

Model Python C++ Rust Java TypeScript Average
Phi-3.5-MoE-instruct 89 74 81 88 95 85
Llama-3.1-8B-instruct 80 65 73 76 63 71
Mistral-7B-instruct-v0.3 61 57 51 61 80 62
notes : ## Intended Use

Primary Use Cases

The model is intended for broad commercial and research use in English. The model provides uses for general purpose AI systems and applications which require:

  1. Memory/compute constrained environments
  2. Latency bound scenarios
  3. Strong reasoning (especially code, math and logic)

Our model is designed to accelerate research on language and multimodal models, for use as a building block for generative AI powered features.

Out-of-Scope Use Cases

Our models are not specifically designed or evaluated for all downstream purposes. Developers should consider common limitations of language models as they select use cases, and evaluate and mitigate for accuracy, safety, and fairness before using within a specific downstream use case, particularly for high-risk scenarios. Developers should be aware of and adhere to applicable laws or regulations (including privacy, trade compliance laws, etc.) that are relevant to their use case.

Nothing contained in this Model Card should be interpreted as or deemed a restriction or modification to the license the model is released under.

Responsible AI Considerations

Like other language models, the Phi family of models can potentially behave in ways that are unfair, unreliable, or offensive. Some of the limiting behaviors to be aware of include:

  • Quality of Service: The Phi models are trained primarily on English text and some additional multilingual text. Languages other than English will experience worse performance as well as performance disparities across non-English. English language varieties with less representation in the training data might experience worse performance than standard American English.
  • Multilingual performance and safety gaps: We believe it is important to make language models more widely available across different languages, but the Phi 3 models still exhibit challenges common across multilingual releases. As with any deployment of LLMs, developers will be better positioned to test for performance or safety gaps for their linguistic and cultural context and customize the model with additional fine-tuning and appropriate safeguards.
  • Representation of Harms & Perpetuation of Stereotypes: These models can over- or under-represent groups of people, erase representation of some groups, or reinforce demeaning or negative stereotypes. Despite safety post-training, these limitations may still be present due to differing levels of representation of different groups, cultural contexts, or prevalence of examples of negative stereotypes in training data that reflect real-world patterns and societal biases.
  • Inappropriate or Offensive Content: These models may produce other types of inappropriate or offensive content, which may make it inappropriate to deploy for sensitive contexts without additional mitigations that are specific to the use case.
  • Information Reliability: Language models can generate nonsensical content or fabricate content that might sound reasonable but is inaccurate or outdated.
  • Limited Scope for Code: Majority of Phi-3 training data is based in Python and use common packages such as "typing, math, random, collections, datetime, itertools". If the model generates Python scripts that utilize other packages or scripts in other languages, we strongly recommend users manually verify all API uses.
  • Long Conversation: Phi-3 models, like other models, can in some cases generate responses that are repetitive, unhelpful, or inconsistent in very long chat sessions in both English and non-English languages. Developers are encouraged to place appropriate mitigations, like limiting conversation turns to account for the possible conversational drift

Developers should apply responsible AI best practices, including mapping, measuring, and mitigating risks associated with their specific use case and cultural, linguistic context. Phi-3 family of models are general purpose models. As developers plan to deploy these models for specific use cases, they are encouraged to fine-tune the models for their use case and leverage the models as part of broader AI systems with language-specific safeguards in place. Important areas for consideration include:

  • Allocation: Models may not be suitable for scenarios that could have consequential impact on legal status or the allocation of resources or life opportunities (ex: housing, employment, credit, etc.) without further assessments and additional debiasing techniques.
  • High-Risk Scenarios: Developers should assess the suitability of using models in high-risk scenarios where unfair, unreliable or offensive outputs might be extremely costly or lead to harm. This includes providing advice in sensitive or expert domains where accuracy and reliability are critical (ex: legal or health advice). Additional safeguards should be implemented at the application level according to the deployment context.
  • Misinformation: Models may produce inaccurate information. Developers should follow transparency best practices and inform end-users they are interacting with an AI system. At the application level, developers can build feedback mechanisms and pipelines to ground responses in use-case specific, contextual information, a technique known as Retrieval Augmented Generation (RAG).
  • Generation of Harmful Content: Developers should assess outputs for their context and use available safety classifiers or custom solutions appropriate for their use case.
  • Misuse: Other forms of misuse such as fraud, spam, or malware production may be possible, and developers should ensure that their applications do not violate applicable laws and regulations.

Training Data

Our training data includes a wide variety of sources, totaling 4.9 trillion tokens (including 10% multilingual), and is a combination of

  1. publicly available documents filtered rigorously for quality, selected high-quality educational data, and code;
  2. newly created synthetic, “textbook-like” data for the purpose of teaching math, coding, common sense reasoning, general knowledge of the world (science, daily activities, theory of mind, etc.);
  3. high quality chat format supervised data covering various topics to reflect human preferences on different aspects such as instruct-following, truthfulness, honesty and helpfulness.

We are focusing on the quality of data that could potentially improve the reasoning ability for the model, and we filter the publicly available documents to contain the correct level of knowledge. As an example, the result of a game in premier league in a particular day might be good training data for frontier models, but we need to remove such information to leave more model capacity for reasoning for the small size models. More details about data can be found in the Phi-3 Technical Report.

Trademarks

This project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft trademarks or logos is subject to and must follow Microsoft’s Trademark & Brand Guidelines. Use of Microsoft trademarks or logos in modified versions of this project must not cause confusion or imply Microsoft sponsorship. Any use of third-party trademarks or logos are subject to those third-party’s policies.

freePlayground : true displayName : Phi-3.5-MoE instruct (128k) summary : A new mixture of experts model textContextWindow : 131072 maxOutputTokens : 4096 languages : en,ar,zh,cs,da,nl,fi,fr,de,he,hu,it,ja,ko,no,pl,pt,ru,es,sv,th,tr,uk inputModalities : text outputModalities : text trainingDataDate : Aug 2024 keywords : Reasoning,Understanding,Low latency licenseDescription : Microsoft. Copyright (c) Microsoft Corporation.

MIT License

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED AS IS, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. playgroundRateLimitTier : low Featured huggingface_model_id maas-inference : true maas-finetuning : True maas-finetuning-offer : True maas-finetuning-regions : eastus2 license : mit disable-batch : true task : chat-completion author : Microsoft SharedComputeCapacityEnabled hiddenlayerscanned _aml_system_vanity_registry : azureml-phi inference_compute_allow_list : ['Standard_NC48ads_A100_v4', 'Standard_ND96amsr_A100_v4', 'Standard_NC96ads_A100_v4'] finetune_compute_allow_list : ['Standard_NC96ads_A100_v4', 'Standard_ND96amsr_A100_v4'] inference_supported_envs : ['vllm'] model_specific_defaults : ordereddict({'apply_deepspeed': 'true', 'deepspeed_stage': 3, 'apply_lora': 'true', 'apply_ort': 'false', 'precision': 16, 'max_seq_length': 16384, 'ignore_mismatched_sizes': 'false', 'num_train_epochs': 1, 'per_device_train_batch_size': 1, 'per_device_eval_batch_size': 1, 'gradient_accumulation_steps': 1, 'learning_rate': 5e-06, 'lr_scheduler_type': 'cosine', 'logging_strategy': 'steps', 'logging_steps': 10, 'save_total_limit': 1}) benchmark : quality`

View in Studio: https://ml.azure.com/registries/azureml/models/Phi-3.5-MoE-instruct/version/4

License: mit

Properties

SharedComputeCapacityEnabled: True

languages: en

inference-min-sku-spec: 48|2|440|128

inference-recommended-sku: Standard_NC48ads_A100_v4, Standard_NC96ads_A100_v4, Standard_ND96amsr_A100_v4

finetuning-tasks: chat-completion

finetune-min-sku-spec: 96|4|880|256

finetune-recommended-sku: Standard_NC96ads_A100_v4, Standard_ND96amsr_A100_v4

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