Don't get me wrong, I think robotics is gonna be yuuuuuge, but I see AI as more of a software play in the near term (consumer/biz, not embedded.)
Oh, and robots don't have a minimum wage. Something to think about as we push up labor costs at the low end (unnecessarily IMO.) Is it a coincidence that I see touch-screens in SF McDonalds the year following the min-wage increase? The technology has been there for a long time.