Understanding Reasoning in LLMs through Strategic Information Allocation under Uncertainty

Fuente: arXiv
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Hauptverfasser: Kim, Jeonghye, Luo, Xufang, Kim, Minbeom, Lee, Sangmook, Li, Dongsheng, Yang, Yuqing
Format: Preprint
Veröffentlicht: 2026
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_version_ 1866918524460466176
author Kim, Jeonghye
Luo, Xufang
Kim, Minbeom
Lee, Sangmook
Li, Dongsheng
Yang, Yuqing
author_facet Kim, Jeonghye
Luo, Xufang
Kim, Minbeom
Lee, Sangmook
Li, Dongsheng
Yang, Yuqing
contents LLMs often exhibit Aha moments such as self-correction after tokens like "Wait," yet the underlying mechanism remains unclear. Standard LLMs collapse mainly through silent divergence, where trajectories drift from the correct answer yet remain locally coherent, so no explicit error triggers reactive self-correction. We introduce an information-theoretic framework that separates reasoning into procedural advancement and epistemic verbalization, the token-level externalization of uncertainty, and prove that sporadic verbalization restores convergence toward the correct answer even without explicit error triggers. Empirically, a minimal doubt cue recovers failed trajectories, and small-scale SFT suffices to instill or suppress this capability, suggesting that strong reasoning hinges less on an extraordinary inner mechanism than on the linguistic habit of externalizing uncertainty. Our framework recasts reasoning as strategic information allocation under uncertainty, offering a new lens for understanding and advancing LLM reasoning.
format Preprint
id arxiv_https___arxiv_org_abs_2603_15500
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Understanding Reasoning in LLMs through Strategic Information Allocation under Uncertainty
Kim, Jeonghye
Luo, Xufang
Kim, Minbeom
Lee, Sangmook
Li, Dongsheng
Yang, Yuqing
Artificial Intelligence
Machine Learning
LLMs often exhibit Aha moments such as self-correction after tokens like "Wait," yet the underlying mechanism remains unclear. Standard LLMs collapse mainly through silent divergence, where trajectories drift from the correct answer yet remain locally coherent, so no explicit error triggers reactive self-correction. We introduce an information-theoretic framework that separates reasoning into procedural advancement and epistemic verbalization, the token-level externalization of uncertainty, and prove that sporadic verbalization restores convergence toward the correct answer even without explicit error triggers. Empirically, a minimal doubt cue recovers failed trajectories, and small-scale SFT suffices to instill or suppress this capability, suggesting that strong reasoning hinges less on an extraordinary inner mechanism than on the linguistic habit of externalizing uncertainty. Our framework recasts reasoning as strategic information allocation under uncertainty, offering a new lens for understanding and advancing LLM reasoning.
title Understanding Reasoning in LLMs through Strategic Information Allocation under Uncertainty
topic Artificial Intelligence
Machine Learning
url https://arxiv.org/abs/2603.15500