Or is consciousness not necessary for intelligence?

Indeed. If we mean "intelligence" as ability to optimize an arbitrary goal X, I don't see either consciousness or intelligence being at all necessary for the other. These are two completely different things.

Consciousness is currently mysterious (at least for me), intelligence not really.

Was Kant an analytic philosopher? I can't remember, but thinking in terms of your actions as being the standard for a "categorical imperative" followed by yourself in all situations as well as by all moral beings, the effect of giving the mugger the money is more than $5. If you give him the money once he'll be able to keep on demanding it from you as well as from other rationalists. Hence the effect will be not $5 but all of your (plural) money, a harm which might be in a significant enough ratio to the deaths of all those people to warrant not giving him the money.

I think we have assume that, although this sounds awfully like that quote about "a million deaths are a statistic", the cost of additional deaths decreases. I'm not really sure how to justify that though.

I've used AI as a sniff test many times (>10 tests), along with better-than-human humans (posthumans) and engineered immortality (SENS). Very few people, even those who are smart and educated, are able to argue against them rationally. Every time I've been given more than 10 minutes to discuss the point with someone who disagrees they're possible, it comes down to some sort of mystical mysteriousness which humankind cannot fathom or recreate. Quite often (>20%), it's even revealed a religiosity in the person they don't express in any other way apparent to me (god of the gaps).

An anecdote about Jeff Bezos's laserlike focus, etc.:

https://plus.google.com/u/0/110981030061712822816/posts/AaygmbzVeRq

No credit to Nietzsche for the analogy?