Over-parameterization Is Neither Robust nor Fragile in Matrix Sensing: A Geometric Theory of Solution Robustness

Over-parameterization is ubiquitous in modern machine learning, yet its effect on robustness remains poorly understood. We study this question in matrix sensing, a canonical non-convex problem that can also be viewed, under an appropriate parameterization, as training a two-layer quadratic neural network. We develop a rank-aware robustness theory for the Burer-Monteiro factorization when the search rank k may exceed the target rank r_star, thereby capturing over-parameterization. Our analysis shows that robustness depends jointly on the degree of over-parameterization and the local geometry of the attained second-order stationary point: increasing k generally worsens sensitivity, but stationary points with the same search rank can exhibit substantially different robustness. Motivated by this observation, we propose a trajectory-aware algorithm that uses spectral balancing and randomized sketching to steer optimization toward less sensitive solutions. In matrix-sensing experiments, the method reduces paired sensitivity by 18-29 percent for isotropic operators and 87-89 percent for weak-tail operators, without degrading reconstruction accuracy. These results demonstrate that parameter count alone does not determine robustness and identify solution geometry and the optimization trajectory as important levers for improving it.