>game-theoretic equilibrium
Equilibriums change, every major US platform was at one point designed to be nuclear capable, i.e. cruise missiles now liberally launched from planes/bombers/ships that are all nuclear capable. There's no a reason nuclear countries who get attacked by any US platforms should assume any incoming ordinance ISN'T nuclear, down to gravity bombs, except for expectation - knowing US has overwhelming conventional capabilities and would rather use it than nukes.
Same will apply as conventional ICBM matures - we haven't seen much of it because ICBMs have not been sufficiently accurate unless carrying nukes where CEP in meters don't matter. For countries with power projection, it was dramatically cheaper to get closer first and deliver less expensive ordinance. Conventional ICBMs seem effectively forbidden because most actors assume they're too inaccurate for anything but nukes and too expensive for anything but nukes.
But that's changing - there are hints that PRC is pursuing rapid global strike i.e. US prompt global strike, because IMO it's the great equalizer in terms of conventional mutually assured destruction precisely because it isn't banned. A lot of articles being seeded on SCMP about PRC hypersonic developments that spells out meter level CEP ICBMs designed to conventionally attack strategic target of depth, aka Prompt Global Strike.
Ergo (IMO) PRC maintaining no first use nuclear policy while conducting massive nuclear build up to setup credible MAD deterrence. This sets up the game theory of accepting that conventional ICBM attacks on homeland from across the globe is possible and that it's best to wait for confirmation unless one wants to trigger nuclear MAD. Entire reason US / USSR and countries that could moved to Nuke triad or survivable nuke subs was because it bought more time than hair trigger / launch on warning posture.
This makes a lot of sense for PRC who doesn't have the carriers, strategic bombers or basing to hit CONUS (or much outside of 2nd island chain). It makes a lot of sense for any nation with enough resources for a ICBM rocket force but not enough for global force projection (basically everyone). World will be very different place if such capabilities proliferate. Imagine any medium size country with ability to hit stationary targets worldwide - fabs, server farms, power stations, carriers being repaired in a drydock.