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arXiv CS.AI
5/12/2026
Belief or Circuitry? Causal Evidence for In-Context Graph Learning

Belief or Circuitry? Causal Evidence for In-Context Graph Learning

Short summary

Researchers used graph-based tasks and causal interventions to show LLMs employ dual mechanisms for in-context learning: both local pattern-matching and global structure inference operate simultaneously. Internal representation analysis via PCA and activation patching revealed orthogonal encoding of competing graph topologies, incompatible with pure local copying. Findings challenge single-mechanism accounts and suggest LLMs develop parallel inference circuits.

  • Dual mechanisms for in-context learning: pattern-matching and structure inference both active simultaneously
  • PCA analysis shows competing topologies encoded orthogonally; activation patching confirms causal role
  • Challenges simplified models of LLM learning; suggests parallel circuit operation

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