Will AI survive the smartphone era? Who's going to spend serious money on a prorietary walled-garden AI gadget when they already have a general-purpose mostly-open computing device in their pocket?
Sure, the glasses, badges, rings, and waches are neat, but they are at their best when they hook up to the existing smartphone ecosystem, and with dozens of apps able to connect to your gadget.
I think that edge-ai (speech, camera, various preprocessing features) will keep a relatively powerful computing device in your pocket, even though most likely everything will be done in the cloud on AI. Camera quality and screens will still be a big driver, and gaming on specific devices perhaps. A real personal assistant is the obvious killer app here.