Position: Message-passing and spectral GNNs are two sides of the same coin

Graph neural networks (GNNs) are commonly divided into message-passing neural networks (MPNNs) and spectral graph neural networks, reflecting two largely separate research traditions in machine learning and signal processing. This paper argues that this divide is mostly artificial, hindering progress in the field. We propose a viewpoint in which both MPNNs and spectral GNNs are understood as different parametrizations of permutation-equivariant operators acting on graph signals. From this perspective, many popular architectures are equivalent in expressive power, while genuine gaps arise only in specific regimes. We further argue that MPNNs and spectral GNNs offer complementary strengths. That is, MPNNs provide a natural language for discrete structure and expressivity analysis using tools from logic and graph isomorphism research, while the spectral perspective provides principled tools for understanding smoothing, bottlenecks, stability, and community structure. Overall, we posit that progress in graph learning will be accelerated by clearly understanding the key similarities and differences between these two types of GNNs, and by working towards unifying these perspectives within a common theoretical and conceptual framework rather than treating them as competing paradigms.

A Graphop Analysis of Graph Neural Networks on Sparse Graphs: Generalization and Universal Approximation

Generalization and approximation capabilities of message passing graph neural networks (MPNNs) are often studied by defining a compact metric on a space of input graphs under which MPNNs are Hölder continuous. Such analyses are of two varieties: 1) when the metric space includes graphs of unbounded sizes, the theory is only appropriate for dense graphs, and, 2) when studying sparse graphs, the metric space only includes graphs of uniformly bounded size. In this work, we present a unified approach, defining a compact metric on the space of graphs of all sizes, both sparse and dense, under which MPNNs are Hölder continuous. This leads to more powerful universal approximation theorems and generalization bounds than previous works. The theory is based on, and extends, a recent approach to graph limit theory called graphop analysis.

Dense Neural Networks are not Universal Approximators

We investigate the approximation capabilities of dense neural networks. While universal approximation theorems establish that sufficiently large architectures can approximate arbitrary continuous functions if there are no restrictions on the weight values, we show that dense neural networks do not possess this universality. Our argument is based on a model compression approach, combining the weak regularity lemma with an interpretation of feedforward networks as message passing graph neural networks. We consider ReLU neural networks subject to natural constraints on weights and input and output dimensions, which model a notion of dense connectivity. Within this setting, we demonstrate the existence of Lipschitz continuous functions that cannot be approximated by such networks. This highlights intrinsic limitations of neural networks with dense layers and motivates the use of sparse connectivity as a necessary ingredient for achieving true universality.

Equivariance Everywhere All At Once: A Recipe for Graph Foundation Models

Graph machine learning architectures are typically tailored to specific tasks on specific datasets, which hinders their broader applicability. This has led to a new quest in graph machine learning: how to build graph foundation models capable of generalizing across arbitrary graphs and features? In this work, we present a recipe for designing graph foundation models for node-level tasks from first principles. The key ingredient underpinning our study is a systematic investigation of the symmetries that a graph foundation model must respect. In a nutshell, we argue that label permutation-equivariance alongside feature permutation-invariance are necessary in addition to the common node permutation-equivariance on each local neighborhood of the graph. To this end, we first characterize the space of linear transformations that are equivariant to permutations of nodes and labels, and invariant to permutations of features. We then prove that the resulting network is a universal approximator on multisets that respect the aforementioned symmetries. Our recipe uses such layers on the multiset of features induced by the local neighborhood of the graph to obtain a class of graph foundation models for node property prediction. We validate our approach through extensive experiments on 29 real-world node classification datasets, demonstrating both strong zero-shot empirical performance and consistent improvement as the number of training graphs increases.

Efficient Learning on Large Graphs using a Densifying Regularity Lemma

Learning on large graphs presents significant challenges, with traditional Message Passing Neural Networks suffering from computational and memory costs scaling linearly with the number of edges. We introduce the Intersecting Block Graph (IBG), a low-rank factorization of large directed graphs based on combinations of intersecting bipartite components, each consisting of a pair of communities, for source and target nodes. By giving less weight to non-edges, we show how to efficiently approximate any graph, sparse or dense, by a dense IBG. Specifically, we prove a constructive version of the weak regularity lemma, showing that for any chosen accuracy, every graph, regardless of its size or sparsity, can be approximated by a dense IBG whose rank depends only on the accuracy. This dependence of the rank solely on the accuracy, and not on the sparsity level, is in contrast to previous forms of the weak regularity lemma. We present a graph neural network architecture operating on the IBG representation of the graph and demonstrating competitive performance on node classification, spatio-temporal graph analysis, and knowledge graph completion, while having memory and computational complexity linear in the number of nodes rather than edges.

Survey on Generalization Theory for Graph Neural Networks

Message-passing graph neural networks (MPNNs) have emerged as the leading approach for machine learning on graphs, attracting significant attention in recent years. While a large set of works explored the expressivity of MPNNs, i.e., their ability to separate graphs and approximate functions over them, comparatively less attention has been directed toward investigating their generalization abilities, i.e., making meaningful predictions beyond the training data. Here, we systematically review the existing literature on the generalization abilities of MPNNs. We analyze the strengths and limitations of various studies in these domains, providing insights into their methodologies and findings. Furthermore, we identify potential avenues for future research, aiming to deepen our understanding of the generalization abilities of MPNNs.

Covered Forest: Fine-grained generalization analysis of graph neural networks

The expressive power of message-passing graph neural networks (MPNNs) is reasonably well understood, primarily through combinatorial techniques from graph isomorphism testing. However, MPNNs' generalization abilities -- making meaningful predictions beyond the training set -- remain less explored. Current generalization analyses often overlook graph structure, limit the focus to specific aggregation functions, and assume the impractical, hard-to-optimize $0$-$1$ loss function. Here, we extend recent advances in graph similarity theory to assess the influence of graph structure, aggregation, and loss functions on MPNNs' generalization abilities. Our empirical study supports our theoretical insights, improving our understanding of MPNNs' generalization properties.

Generalization, Expressivity, and Universality of Graph Neural Networks on Attributed Graphs

We analyze the universality and generalization of graph neural networks (GNNs) on attributed graphs, i.e., with node attributes. To this end, we propose pseudometrics over the space of all attributed graphs that describe the fine-grained expressivity of GNNs. Namely, GNNs are both Lipschitz continuous with respect to our pseudometrics and can separate attributed graphs that are distant in the metric. Moreover, we prove that the space of all attributed graphs is relatively compact with respect to our metrics. Based on these properties, we prove a universal approximation theorem for GNNs and generalization bounds for GNNs on any data distribution of attributed graphs. The proposed metrics compute the similarity between the structures of attributed graphs via a hierarchical optimal transport between computation trees. Our work extends and unites previous approaches which either derived theory only for graphs with no attributes, derived compact metrics under which GNNs are continuous but without separation power, or derived metrics under which GNNs are continuous and separate points but the space of graphs is not relatively compact, which prevents universal approximation and generalization analysis.

PieClam: A Universal Graph Autoencoder Based on Overlapping Inclusive and Exclusive Communities

We propose PieClam (Prior Inclusive Exclusive Cluster Affiliation Model): a probabilistic graph model for representing any graph as overlapping generalized communities. Our method can be interpreted as a graph autoencoder: nodes are embedded into a code space by an algorithm that maximizes the log-likelihood of the decoded graph, given the input graph. PieClam is a community affiliation model that extends well-known methods like BigClam in two main manners. First, instead of the decoder being defined via pairwise interactions between the nodes in the code space, we also incorporate a learned prior on the distribution of nodes in the code space, turning our method into a graph generative model. Secondly, we generalize the notion of communities by allowing not only sets of nodes with strong connectivity, which we call inclusive communities, but also sets of nodes with strong disconnection, which we call exclusive communities. To model both types of communities, we propose a new type of decoder based the Lorentz inner product, which we prove to be much more expressive than standard decoders based on standard inner products or norm distances. By introducing a new graph similarity measure, that we call the log cut distance, we show that PieClam is a universal autoencoder, able to uniformly approximately reconstruct any graph. Our method is shown to obtain competitive performance in graph anomaly detection benchmarks.

Equivariant Machine Learning on Graphs with Nonlinear Spectral Filters

Equivariant machine learning is an approach for designing deep learning models that respect the symmetries of the problem, with the aim of reducing model complexity and improving generalization. In this paper, we focus on an extension of shift equivariance, which is the basis of convolution networks on images, to general graphs. Unlike images, graphs do not have a natural notion of domain translation. Therefore, we consider the graph functional shifts as the symmetry group: the unitary operators that commute with the graph shift operator. Notably, such symmetries operate in the signal space rather than directly in the spatial space. We remark that each linear filter layer of a standard spectral graph neural network (GNN) commutes with graph functional shifts, but the activation function breaks this symmetry. Instead, we propose nonlinear spectral filters (NLSFs) that are fully equivariant to graph functional shifts and show that they have universal approximation properties. The proposed NLSFs are based on a new form of spectral domain that is transferable between graphs. We demonstrate the superior performance of NLSFs over existing spectral GNNs in node and graph classification benchmarks.