Ah yes, i found my reference. The Sixth Extinction by Richard Leaky and Roger Lewin. Page 96, there's a graph there of encephalisation. Fish and reptiles remained about the same for the past 200 mya or so, but birds, carnivores, rodents, insectivores all experienced enlargement of brains. The highest is humans and cetaceans, ie dolphins.
Although the general trend is increase in brain/body ratio, the increase is not gradual, but in spurts.
I imagine intelligence to be the natural outcome of evolution because intelligence is a very versatile advantage, and this increases chances of survival by alot, therefore intelligent species are the ones that inherit this planet eventually.
Imagine an early human, with not much intelligence. He does not have much in the way of physical advantage, not particularly strong or fast, but he learnt to use tools, eg a bone as a club. Then he and his friends clobbered a sabre-tooth tiger to death, and has food for the winter. He finds the fur keeps him warm, and wears it to save his own body fat. All these are factors that help him survive. It is intelligence that enabled him to find ways to overcome odds that mere physical advantage couldn't do.
Or take for example a chimp who learns how to use a twig to get at termites. He now has an additional food source, therefore higher chance of survival. Same with a sea otter using a rock to smash open shellfish.
In short, intelligence enables animals to come up with a solution to an obstacle without waiting for evolution to endow it with some sort of physical advantage to solve that obstacle. Animals waiting a few million years for their advantage to come will more likely become extinct.