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Getting Started with Phi-2

William Shakespeare
Release: 2025-03-08 10:50:11
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This blog post delves into Microsoft's Phi-2 language model, comparing its performance to other models and detailing its training process. We'll also cover how to access and fine-tune Phi-2 using the Transformers library and a Hugging Face role-playing dataset.

Phi-2, a 2.7 billion-parameter model from Microsoft's "Phi" series, aims for state-of-the-art performance despite its relatively small size. It employs a Transformer architecture, trained on 1.4 trillion tokens from synthetic and web datasets focusing on NLP and coding. Unlike many larger models, Phi-2 is a base model without instruction fine-tuning or RLHF.

Two key aspects drove Phi-2's development:

  • High-Quality Training Data: Prioritizing "textbook-quality" data, including synthetic datasets and high-value web content, to instill common sense reasoning, general knowledge, and scientific understanding.
  • Scaled Knowledge Transfer: Leveraging knowledge from the 1.3 billion parameter Phi-1.5 model to accelerate training and boost benchmark scores.

For insights into building similar LLMs, consider the Master LLM Concepts course.

Phi-2 Benchmarks

Phi-2 surpasses 7B-13B parameter models like Llama-2 and Mistral across various benchmarks (common sense reasoning, language understanding, math, coding). Remarkably, it outperforms the significantly larger Llama-2-70B on multi-step reasoning tasks.

Getting Started with Phi-2

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This focus on smaller, easily fine-tuned models allows for deployment on mobile devices, achieving performance comparable to much larger models. Phi-2 even outperforms Google Gemini Nano 2 on Big Bench Hard, BoolQ, and MBPP benchmarks.

Getting Started with Phi-2

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Accessing Phi-2

Explore Phi-2's capabilities via the Hugging Face Spaces demo: Phi 2 Streaming on GPU. This demo offers basic prompt-response functionality.

Getting Started with Phi-2

New to AI? The AI Fundamentals skill track is a great starting point.

Let's use the transformers pipeline for inference (ensure you have the latest transformers and accelerate installed).

!pip install -q -U transformers
!pip install -q -U accelerate

from transformers import pipeline

model_name = "microsoft/phi-2"

pipe = pipeline(
    "text-generation",
    model=model_name,
    device_map="auto",
    trust_remote_code=True,
)
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Generate text using a prompt, adjusting parameters like max_new_tokens and temperature. Markdown output is converted to HTML.

from IPython.display import Markdown

prompt = "Please create a Python application that can change wallpapers automatically."

outputs = pipe(
    prompt,
    max_new_tokens=300,
    do_sample=True,
    temperature=0.7,
    top_k=50,
    top_p=0.95,
)
Markdown(outputs[0]["generated_text"])
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Phi-2's output is impressive, generating code with explanations.

Getting Started with Phi-2

Phi-2 Applications

Phi-2's compact size allows for use on laptops and mobile devices for Q&A, code generation, and basic conversations.

Fine-tuning Phi-2

This section demonstrates fine-tuning Phi-2 on the hieunguyenminh/roleplay dataset using PEFT.

Setup and Installation

!pip install -q -U transformers
!pip install -q -U accelerate

from transformers import pipeline

model_name = "microsoft/phi-2"

pipe = pipeline(
    "text-generation",
    model=model_name,
    device_map="auto",
    trust_remote_code=True,
)
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Import necessary libraries:

from IPython.display import Markdown

prompt = "Please create a Python application that can change wallpapers automatically."

outputs = pipe(
    prompt,
    max_new_tokens=300,
    do_sample=True,
    temperature=0.7,
    top_k=50,
    top_p=0.95,
)
Markdown(outputs[0]["generated_text"])
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Define variables for the base model, dataset, and fine-tuned model name:

%%capture
%pip install -U bitsandbytes
%pip install -U transformers
%pip install -U peft
%pip install -U accelerate
%pip install -U datasets
%pip install -U trl
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Hugging Face Login

Login using your Hugging Face API token. (Replace with your actual token retrieval method).

from transformers import (
    AutoModelForCausalLM,
    AutoTokenizer,
    BitsAndBytesConfig,
    TrainingArguments,
    pipeline,
    logging,
)
from peft import (
    LoraConfig,
    PeftModel,
    prepare_model_for_kbit_training,
    get_peft_model,
)
import os, torch
from datasets import load_dataset
from trl import SFTTrainer
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Getting Started with Phi-2

Loading the Dataset

Load a subset of the dataset for faster training:

base_model = "microsoft/phi-2"
dataset_name = "hieunguyenminh/roleplay"
new_model = "phi-2-role-play"
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Loading Model and Tokenizer

Load the 4-bit quantized model for memory efficiency:

# ... (Method to securely retrieve Hugging Face API token) ...
!huggingface-cli login --token $secret_hf
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Adding Adapter Layers

Add LoRA layers for efficient fine-tuning:

dataset = load_dataset(dataset_name, split="train[0:1000]")
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Training

Set up training arguments and the SFTTrainer:

bnb_config = BitsAndBytesConfig(  
    load_in_4bit= True,
    bnb_4bit_quant_type= "nf4",
    bnb_4bit_compute_dtype= torch.bfloat16,
    bnb_4bit_use_double_quant= False,
)

model = AutoModelForCausalLM.from_pretrained(
    base_model,
    quantization_config=bnb_config,
    device_map="auto",
    trust_remote_code=True,
)

model.config.use_cache = False
model.config.pretraining_tp = 1

tokenizer = AutoTokenizer.from_pretrained(base_model, trust_remote_code=True)
tokenizer.pad_token = tokenizer.eos_token
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Getting Started with Phi-2

Saving and Pushing the Model

Save and upload the fine-tuned model:

model = prepare_model_for_kbit_training(model)
peft_config = LoraConfig(
    r=16,
    lora_alpha=16,
    lora_dropout=0.05,
    bias="none",
    task_type="CAUSAL_LM",
    target_modules=[
        'q_proj',
        'k_proj',
        'v_proj',
        'dense',
        'fc1',
        'fc2',
    ]
)
model = get_peft_model(model, peft_config)
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Getting Started with Phi-2

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Model Evaluation

Evaluate the fine-tuned model:

training_arguments = TrainingArguments(
    output_dir="./results", # Replace with your desired output directory
    num_train_epochs=1,
    per_device_train_batch_size=2,
    gradient_accumulation_steps=1,
    optim="paged_adamw_32bit",
    save_strategy="epoch",
    logging_steps=100,
    logging_strategy="steps",
    learning_rate=2e-4,
    fp16=False,
    bf16=False,
    group_by_length=True,
    disable_tqdm=False,
    report_to="none",
)

trainer = SFTTrainer(
    model=model,
    train_dataset=dataset,
    peft_config=peft_config,
    max_seq_length= 2048,
    dataset_text_field="text",
    tokenizer=tokenizer,
    args=training_arguments,
    packing= False,
)

trainer.train()
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Getting Started with Phi-2

Conclusion

This tutorial provided a comprehensive overview of Microsoft's Phi-2, its performance, training, and fine-tuning. The ability to fine-tune this smaller model efficiently opens up possibilities for customized applications and deployments. Further exploration into building LLM applications using frameworks like LangChain is recommended.

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