Neither Black nor White: Balancing Semantic and Collaborative Signals with Graph-Informed Semantic IDs (GrIS)

Existing work on Semantic IDs (SIDs) for generative recommendation treats SID construction as a representation learning problem: encode items into a quantised latent space and read off codes. We argue this view is incidental. SID construction is, at heart, a recursive clustering problem, and once stated this way the natural object to cluster is a graph whose nodes carry semantic content and whose edges carry collaborative signal; SID assignment becomes a hierarchical graph partition. This reframing yields a unified framework, Graph-Informed Semantic IDs (GrIS), that subsumes prior approaches rather than displacing them. RQ-VAE and RQ-KMeans are recovered as the special case where the graph is empty, exposing content-only quantisation as one corner of a larger design space along two so-far-collapsed axes: graph construction and recursive partition algorithm. We explore two contrasting instantiations: RecDMoN, which performs hierarchical assignment via differentiable graph pooling, and RQ-GAE, which extends RQ-VAE with graph-aware item representations and a graph reconstruction objective. On multiple real-world datasets, GrIS consistently improves over CF-aware SOTA, with gains of up to +52% Hit@10. Because graph construction and partition are explicit, separately configurable components, improvements on either axis can be combined and evaluated systematically.