The Why and How of Convex Clustering

This article reviews a clustering method based on solving a convex optimization problem. Despite the plethora of existing clustering methods, convex clustering has several uncommon features that distinguish it from its predecessors. The optimization problem is free of spurious local minima, and its unique global minimizer is stable with respect to all its inputs, including the data, a tuning parameter, and weight hyperparameters. Its single tuning parameter controls the number of clusters and can be chosen using standard techniques from penalized regression. We give intuition into the behavior of and theory for convex clustering, as well as practical guidance. We highlight important algorithms and discuss how their computational costs scale with the problem size. Finally, we highlight the breadth of its uses and flexibility to be combined and integrated with other inferential methods.

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Publication Details

Journal
Annual Review of Statistics and Its Application
Published
2025-12-03
DOI
https://doi.org/10.1146/annurev-statistics-112723-034107
Primary Topic
Stochastic Gradient Optimization Techniques
Type
article
Field-Weighted Citation Impact
0.00
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article

The Why and How of Convex Clustering

T. Jocelyn, Aaron J. Molstad, Zheming Gao, C. Eric
Annual Review of Statistics and Its Application
Stochastic Gradient Optimization Techniques
article

The Why and How of Convex Clustering

T. Jocelyn, Aaron J. Molstad, Zheming Gao, C. Eric
article en

Abstract

This article reviews a clustering method based on solving a convex optimization problem. Despite the plethora of existing clustering methods, convex clustering has several uncommon features that distinguish it from its predecessors. The optimization problem is free of spurious local minima, and its unique global minimizer is stable with respect to all its inputs, including the data, a tuning parameter, and weight hyperparameters. Its single tuning parameter controls the number of clusters and can be chosen using standard techniques from penalized regression. We give intuition into the behavior of and theory for convex clustering, as well as practical guidance. We highlight important algorithms and discuss how their computational costs scale with the problem size. Finally, we highlight the breadth of its uses and flexibility to be combined and integrated with other inferential methods.

Annual Review of Statistics and Its ApplicationVol. 13(1)
University of North Carolina at Charlotte (US), University of Minnesota (US), University of Minnesota System (US), Minnesota Department of Health (US)
Openalex Percentile: Top 80%
Stochastic Gradient Optimization Techniques
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The Why and How of Convex Clustering — T. Jocelyn, Aaron J. Molstad, et al. · Annual Review of Statistics and Its Application (2025) | TGRS Research Map | TGRS