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How do Transformers Learn Implicit Reasoning?

Jiaran Ye, Zijun Yao, Zhidian Huang, Liangming Pan, Jinxin Liu, Yushi Bai, Amy Xin, Liu Weichuan, Xiaoyin Che, Lei Hou, Juanzi Li

Tsinghua University · Tsinghua University, Tsinghua University · Peking University · Siemens Corporate Research · Siemens AG

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摘要

Recent work suggests that large language models (LLMs) can perform multi-hop reasoning implicitly---producing correct answers without explicitly verbalizing intermediate steps---but the underlying mechanisms remain poorly understood. In this paper, we study how such implicit reasoning emerges by training transformers from scratch in a controlled symbolic environment. Our analysis reveals a three-stage developmental trajectory: early memorization, followed by in-distribution generalization, and eventually cross-distribution generalization. We find that training with atomic triples is not necessary but accelerates learning, and that second-hop generalization relies on query-level exposure to specific compositional structures. To interpret these behaviors, we introduce two diagnostic tools: cross-query semantic patching, which identifies semantically reusable intermediate representations, and a cosine-based representational lens, which reveals that successful reasoning correlates with the cosine-base clustering in hidden space. This clustering phenomenon in turn provides a coherent explanation for the behavioral dynamics observed across training, linking representational structure to reasoning capability. These findings provide new insights into the interpretability of implicit multi-hop reasoning in LLMs, helping to clarify how complex reasoning processes unfold internally and offering pathways to enhance the transparency of such models.