You might say that China has a secret huge arsenal. The US might have comparable things! And even among the assumed amount of 350 warheads, a lot of damage can be done. The US can do a lot of this as well! There is a nuclear triad on both sides.
Perhaps the No First Use policy is a lie. It is not a law of physics. But it is something. It is a posture that makes it harder for a nation to navigate in some liminal space that makes defensive and offensive posturing look exactly the same.
But the main point of course is that the current state of affairs is already amazingly powerful. What more do people want from their nukes? In what universe is 1500 deployed warheads (out of a stockpile of 5000) not enough to accomplish any sort of strategic objective? There have been many conflicts where 0 has been enough